Elevatus Welath Management
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Elevatus Welath Management’s Eli Lilly LLY Stock Holding History

Elevatus Welath Management’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 		$1.16M Buy
999
+82
+9% +$96.8K 0.28% 70
2026
Q2 		$1.1M Buy
917
+454
+98% +$464K 0.27% 76
2026
Q1 		$425K Sell
463
-51
-10% -$51.7K 0.22% 82
2025
Q4 		$552K Buy
514
+53
+11% +$50.7K 0.15% 86
2025
Q3 		$352K Buy
461
+118
+34% +$87.8K 0.1% 91
2025
Q2 		$268K Buy
343
+83
+32% +$64.5K 0.09% 91
2025
Q1 		$215K Sell
260
-384
-60% -$320K 0.12% 96
2024
Q4 		$497K Sell
644
-4,279
-87% -$3.54M 0.17% 58
2024
Q3 		$4.36M Sell
4,923
-1,125
-19% -$1.01M 1.43% 23
2024
Q2 		$5.48M Sell
6,048
-4,907
-45% -$3.93M 2.05% 12
2024
Q1 		$8.52M Buy
10,955
+10,210
+1,370% +$7.27M 3.36% 9
2023
Q4 		$434K Buy
745
+54
+8% +$31.5K 0.2% 57
2023
Q3 		$371K Buy
+691
New +$356K 0.34% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Elevatus Welath Management's LLY Position: Q3 2026 in Review

Elevatus Welath Management increased its Eli Lilly (LLY) stake by 8.9% in Q3 2026, buying an estimated $96.8K and bringing the position to 999 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #70.

Elevatus Welath Management first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.52M in Q1 2024. 1,879 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Elevatus Welath Management held 999 shares of Eli Lilly worth $1.16M as of Q3 2026.
  • Elevatus Welath Management bought 82 Eli Lilly shares in Q3 2026, an estimated $96.8K.
  • Eli Lilly made up 0.28% of Elevatus Welath Management's portfolio in Q3 2026, its #70 holding.
  • Elevatus Welath Management first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
  • Elevatus Welath Management's Eli Lilly position peaked at $8.52M in Q1 2024.
  • 1,879 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.