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Elevation Advisory Partners’s Eli Lilly LLY Stock Holding History

Elevation Advisory 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 		$339K Sell
296
-78
-21% -$79.7K 0.35% 36
2026
Q1 		$389K Buy
+374
New +$379K 0.36% 47

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

Elevation Advisory Partners's LLY Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $79.7K and leaving 296 shares worth $339K. The position accounts for 0.35% of the portfolio, ranked #36.

Elevation Advisory Partners first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $389K in Q1 2026. 4,597 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elevation Advisory Partners held 296 shares of Eli Lilly worth $339K as of Q2 2026.
  • Elevation Advisory Partners sold 78 Eli Lilly shares in Q2 2026, an estimated $79.7K.
  • Eli Lilly made up 0.35% of Elevation Advisory Partners's portfolio in Q2 2026, its #36 holding.
  • Elevation Advisory Partners first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • Elevation Advisory Partners's Eli Lilly position peaked at $389K in Q1 2026.
  • 4,597 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.