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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
2024
Q2 		– Sell
-315
Closed -$245K – 211
2024
Q1 		$245K Buy
+315
New +$224K 0.04% 127

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
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. 1,719 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.
  • 1,719 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.