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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
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSG Capital Advisors's LLY Position: Q2 2026 in Review

DSG Capital Advisors reduced its Eli Lilly (LLY) stake by 1.2% in Q2 2026, selling an estimated $430K and leaving 33,507 shares worth $38.6M. The position accounts for 5.48% of the portfolio, ranked #3.

DSG Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • DSG Capital Advisors held 33,507 shares of Eli Lilly worth $38.6M as of Q2 2026.
  • DSG Capital Advisors sold 421 Eli Lilly shares in Q2 2026, an estimated $430K.
  • Eli Lilly made up 5.48% of DSG Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • DSG Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.