Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Eli Lilly LLY Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-5,800
Closed -$6.96M – 1082
2026
Q2 		$6.96M Hold
5,800
– – 0.2% 121
2026
Q1 		$682K Buy
+5,800
New +$5.88M 0.02% 556
2025
Q3 		– Sell
-5,800
Closed -$244K – 953
2025
Q2 		$244K Hold
5,800
– – 0.01% 801
2025
Q1 		$242K Hold
5,800
– – 0.01% 768
2024
Q4 		$316K Buy
+5,800
New +$4.8M 0.01% 518

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's LLY Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Eli Lilly (LLY) stake by 58% in Q3 2026, buying an estimated $8.75M and bringing the position to 20,121 shares worth $23.3M. The position accounts for 0.66% of the portfolio, ranked #32.

Dynamic Advisor Solutions first reported a position in LLY in Q2 2014 and has held it in 41 quarters since. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Dynamic Advisor Solutions held 20,121 shares of Eli Lilly worth $23.3M as of Q3 2026.
  • Dynamic Advisor Solutions bought 7,413 Eli Lilly shares in Q3 2026, an estimated $8.75M.
  • Eli Lilly made up 0.66% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #32 holding.
  • Dynamic Advisor Solutions first reported a position in Eli Lilly in Q2 2014 and has held it in 41 quarters since.
  • 960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.