Curated Wealth Partners
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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
Q3 		$2.72M Buy
2,348
+1,253
+114% +$1.48M 0.22% 40
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 $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Curated Wealth Partners's LLY Position: Q3 2026 in Review

Curated Wealth Partners increased its Eli Lilly (LLY) stake by 114% in Q3 2026, buying an estimated $1.48M and bringing the position to 2,348 shares worth $2.72M. The position accounts for 0.22% of the portfolio, ranked #40.

Curated Wealth Partners first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Curated Wealth Partners held 2,348 shares of Eli Lilly worth $2.72M as of Q3 2026.
  • Curated Wealth Partners bought 1,253 Eli Lilly shares in Q3 2026, an estimated $1.48M.
  • Eli Lilly made up 0.22% of Curated Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • Curated Wealth Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.