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	$1.26M	Buy	115,970 +115,100	+13,230%	+$118M	0.16%	108
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Curated Wealth Partners increased its Eli Lilly (LLY) stake by 13,230% in Q2 2026, buying an estimated $118M and bringing the position to 115,970 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #108.

Curated Wealth Partners first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Curated Wealth Partners held 115,970 shares of Eli Lilly worth $1.26M as of Q2 2026.
Curated Wealth Partners bought 115,100 Eli Lilly shares in Q2 2026, an estimated $118M.
Eli Lilly made up 0.16% of Curated Wealth Partners's portfolio in Q2 2026, its #108 holding.
Curated Wealth Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
1,692 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.