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Curated Wealth Partners’s Eli Lilly LLY Stock Holding History

Curated Wealth Partners’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 		$1.31M Buy
1,095
+225
+26% +$230K 0.15% 50
2026
Q1 		$800K Buy
870
+282
+48% +$286K 0.1% 80
2025
Q4 		$632K Buy
588
+273
+87% +$261K 0.07% 101
2025
Q3 		$240K Sell
315
-225
-42% -$167K 0.03% 138
2025
Q2 		$421K Buy
540
+79
+17% +$61.4K 0.05% 106
2025
Q1 		$381K Buy
461
+147
+47% +$122K 0.05% 108
2024
Q4 		$242K Sell
314
-2
-0.6% -$1.66K 0.03% 131
2024
Q3 		$280K Buy
316
+3
+1% +$2.7K 0.04% 111
2024
Q2 		$283K Buy
+313
New +$250K 0.04% 113

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 $3.37T AUM 44.26% 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

Curated Wealth Partners's LLY Position: Q2 2026 in Review

Curated Wealth Partners increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $230K and bringing the position to 1,095 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #50.

Curated Wealth Partners first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,627 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Curated Wealth Partners held 1,095 shares of Eli Lilly worth $1.31M as of Q2 2026.
  • Curated Wealth Partners bought 225 Eli Lilly shares in Q2 2026, an estimated $230K.
  • Eli Lilly made up 0.15% of Curated Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Curated Wealth Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 4,627 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.