Envestnet Portfolio Solutions’s Eli Lilly LLY Stock Holding History

Envestnet Portfolio 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 Q2	$50M	Buy	41,689 +2,976	+8%	+$3.04M	0.24%	69
2026 Q1	$35.6M	Sell	38,713 -17,321	-31%	-$17.6M	0.2%	77
2025 Q4	$60.2M	Buy	56,034 +9,906	+21%	+$9.47M	0.21%	67
2025 Q3	$35.2M	Buy	46,128 +7,869	+21%	+$5.86M	0.13%	88
2025 Q2	$29.8M	Sell	38,259 -6,034	-14%	-$4.69M	0.11%	101
2025 Q1	$36.6M	Sell	44,293 -3,018	-6%	-$2.51M	0.14%	85
2024 Q4	$36.5M	Buy	47,311 +5,184	+12%	+$4.29M	0.12%	92
2024 Q3	$37.3M	Buy	42,127 +6,075	+17%	+$5.46M	0.12%	89
2024 Q2	$32.6M	Buy	36,052 +2,481	+7%	+$1.98M	0.11%	98
2024 Q1	$26.1M	Buy	33,571 +6,912	+26%	+$4.92M	0.1%	108
2023 Q4	$15.5M	Sell	26,659 -983	-4%	-$574K	0.06%	148
2023 Q3	$14.8M	Buy	+27,642	New	+$14.2M	0.07%	141

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's LLY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Eli Lilly (LLY) stake by 7.7% in Q2 2026, buying an estimated $3.04M and bringing the position to 41,689 shares worth $50M. The position accounts for 0.24% of the portfolio, ranked #69.

Envestnet Portfolio Solutions first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $60.2M in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Envestnet Portfolio Solutions held 41,689 shares of Eli Lilly worth $50M as of Q2 2026.
Envestnet Portfolio Solutions bought 2,976 Eli Lilly shares in Q2 2026, an estimated $3.04M.
Eli Lilly made up 0.24% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #69 holding.
Envestnet Portfolio Solutions first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Eli Lilly position peaked at $60.2M in Q4 2025.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.