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Cura Wealth Advisors’s Eli Lilly LLY Stock Holding History

Cura Wealth 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
Q2 		$722K Buy
602
+32
+6% +$32.7K 0.31% 49
2026
Q1 		$524K Sell
570
-297
-34% -$301K 0.23% 59
2025
Q4 		$932K Buy
867
+296
+52% +$283K 0.35% 40
2025
Q3 		$436K Buy
571
+149
+35% +$111K 0.17% 63
2025
Q2 		$329K Buy
422
+47
+13% +$36.5K 0.13% 71
2025
Q1 		$310K Buy
+375
New +$312K 0.13% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cura Wealth Advisors's LLY Position: Q2 2026 in Review

Cura Wealth Advisors increased its Eli Lilly (LLY) stake by 5.6% in Q2 2026, buying an estimated $32.7K and bringing the position to 602 shares worth $722K. The position accounts for 0.31% of the portfolio, ranked #49.

Cura Wealth Advisors first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $932K in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cura Wealth Advisors held 602 shares of Eli Lilly worth $722K as of Q2 2026.
  • Cura Wealth Advisors bought 32 Eli Lilly shares in Q2 2026, an estimated $32.7K.
  • Eli Lilly made up 0.31% of Cura Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Cura Wealth Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • Cura Wealth Advisors's Eli Lilly position peaked at $932K in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.