Cresta Advisors’s Eli Lilly LLY Stock Holding History

Cresta Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$537K	Sell	464 -63	-12%	-$74.3K	0.23%	37
2026 Q2	$632K	Hold	527	–	–	0.23%	39
2026 Q1	$485K	Hold	527	–	–	0.2%	43
2025 Q4	$566K	Sell	527 -8	-1%	-$7.65K	0.24%	37
2025 Q3	$408K	Hold	535	–	–	0.18%	39
2025 Q2	$417K	Hold	535	–	–	0.2%	37
2025 Q1	$442K	Hold	535	–	–	0.23%	38
2024 Q4	$474K	Hold	535	–	–	0.25%	38
2024 Q3	$474K	Hold	535	–	–	0.25%	38
2024 Q2	$484K	Buy	535 +24	+5%	+$19.2K	0.29%	37
2024 Q1	$398K	Buy	511 +5	+1%	+$3.56K	0.25%	38
2023 Q4	$295K	Buy	+506	New	+$295K	0.2%	50

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Cresta Advisors's LLY Position: Q3 2026 in Review

Cresta Advisors reduced its Eli Lilly (LLY) stake by 12% in Q3 2026, selling an estimated $74.3K and leaving 464 shares worth $537K. The position accounts for 0.23% of the portfolio, ranked #37.

Cresta Advisors first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $632K in Q2 2026. 1,260 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Cresta Advisors held 464 shares of Eli Lilly worth $537K as of Q3 2026.
Cresta Advisors sold 63 Eli Lilly shares in Q3 2026, an estimated $74.3K.
Eli Lilly made up 0.23% of Cresta Advisors's portfolio in Q3 2026, its #37 holding.
Cresta Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Cresta Advisors's Eli Lilly position peaked at $632K in Q2 2026.
1,260 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.