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Cyndeo Wealth Partners’s Eli Lilly LLY Stock Holding History

Cyndeo 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 		$21.5M Sell
17,927
-41
-0.2% -$41.9K 1.01% 15
2026
Q1 		$16.5M Buy
17,968
+3,029
+20% +$3.07M 0.87% 28
2025
Q4 		$16.1M Buy
14,939
+1,010
+7% +$966K 0.87% 30
2025
Q3 		$10.6M Sell
13,929
-135
-1% -$100K 0.59% 41
2025
Q2 		$11M Buy
14,064
+1,127
+9% +$876K 0.65% 38
2025
Q1 		$10.7M Buy
12,937
+1,045
+9% +$870K 0.7% 35
2024
Q4 		$9.18M Buy
11,892
+832
+8% +$689K 0.62% 43
2024
Q3 		$9.8M Sell
11,060
-270
-2% -$243K 0.68% 33
2024
Q2 		$10.3M Buy
11,330
+366
+3% +$293K 0.8% 31
2024
Q1 		$8.53M Buy
10,964
+723
+7% +$515K 0.71% 31
2023
Q4 		$5.97M Buy
10,241
+3,529
+53% +$2.06M 0.55% 50
2023
Q3 		$3.61M Sell
6,712
-443
-6% -$228K 0.38% 89
2023
Q2 		$3.36M Buy
7,155
+1,250
+21% +$524K 0.35% 94
2023
Q1 		$2.03M Buy
5,905
+2,258
+62% +$762K 0.22% 124
2022
Q4 		$1.33M Buy
+3,647
New +$1.29M 0.16% 150

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

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

Cyndeo Wealth Partners reduced its Eli Lilly (LLY) stake by 0.23% in Q2 2026, selling an estimated $41.9K and leaving 17,927 shares worth $21.5M. The position accounts for 1.01% of the portfolio, ranked #15.

Cyndeo Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cyndeo Wealth Partners held 17,927 shares of Eli Lilly worth $21.5M as of Q2 2026.
  • Cyndeo Wealth Partners sold 41 Eli Lilly shares in Q2 2026, an estimated $41.9K.
  • Eli Lilly made up 1.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Cyndeo Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.