DSG Capital Advisors
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DSG Capital Advisors’s Eli Lilly LLY Stock Holding History

DSG Capital Advisors’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 		$37.6M Sell
32,491
-1,016
-3% -$1.2M 5.37% 3
2026
Q2 		$38.6M Sell
33,507
-421
-1% -$430K 5.48% 3
2026
Q1 		$31.2M Sell
33,928
-1,011
-3% -$1.02M 4.99% 3
2025
Q4 		$36.1M Sell
34,939
-359
-1% -$343K 5.5% 5
2025
Q3 		$26.9M Buy
35,298
+4,843
+16% +$3.6M 4.29% 4
2025
Q2 		$23.7M Buy
30,455
+1,193
+4% +$927K 4.22% 4
2025
Q1 		$24.2M Buy
29,262
+32
+0.1% +$26.6K 4.88% 4
2024
Q4 		$22.6M Buy
+29,230
New +$24.2M 4.09% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

DSG Capital Advisors's LLY Position: Q3 2026 in Review

DSG Capital Advisors reduced its Eli Lilly (LLY) stake by 3% in Q3 2026, selling an estimated $1.2M and leaving 32,491 shares worth $37.6M. The position accounts for 5.37% of the portfolio, ranked #3.

DSG Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $38.6M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • DSG Capital Advisors held 32,491 shares of Eli Lilly worth $37.6M as of Q3 2026.
  • DSG Capital Advisors sold 1,016 Eli Lilly shares in Q3 2026, an estimated $1.2M.
  • Eli Lilly made up 5.37% of DSG Capital Advisors's portfolio in Q3 2026, its #3 holding.
  • DSG Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • DSG Capital Advisors's Eli Lilly position peaked at $38.6M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on DSG Capital Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.