Elevation Wealth Partners’s Eli Lilly LLY Stock Holding History

Elevation 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 Q3	$1.61M	Buy	1,395 +7	+0.5%	+$8.26K	0.45%	39
2026 Q2	$1.67M	Buy	1,388 +844	+155%	+$862K	0.5%	36
2026 Q1	$501K	Sell	544 -19	-3%	-$19.3K	0.18%	76
2025 Q4	$605K	Sell	563 -45	-7%	-$43K	0.21%	64
2025 Q3	$464K	Buy	608 +46	+8%	+$34.2K	0.17%	79
2025 Q2	$438K	Sell	562 -77	-12%	-$59.8K	0.17%	77
2025 Q1	$528K	Sell	639 -11	-2%	-$9.15K	0.23%	64
2024 Q4	$502K	Hold	650	–	–	0.21%	67
2024 Q3	$576K	Hold	650	–	–	0.25%	62
2024 Q2	$588K	Hold	650	–	–	0.28%	57
2024 Q1	$506K	Sell	650 -150	-19%	-$107K	0.25%	68
2023 Q4	$430K	Buy	+800	New	+$467K	0.26%	69

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Elevation Wealth Partners's LLY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Eli Lilly (LLY) stake by 0.5% in Q3 2026, buying an estimated $8.26K and bringing the position to 1,395 shares worth $1.61M. The position accounts for 0.45% of the portfolio, ranked #39.

Elevation Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2026. 1,741 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Elevation Wealth Partners held 1,395 shares of Eli Lilly worth $1.61M as of Q3 2026.
Elevation Wealth Partners bought 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
Eli Lilly made up 0.45% of Elevation Wealth Partners's portfolio in Q3 2026, its #39 holding.
Elevation Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Eli Lilly position peaked at $1.67M in Q2 2026.
1,741 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.