Fidato Wealth
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Fidato Wealth’s Eli Lilly LLY Stock Holding History

Fidato Wealth’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 		$292K Buy
+252
New +$297K 0.16% 24
2025
Q2 		– Sell
-276
Closed -$228K – 18
2025
Q1 		$228K Buy
276
+11
+4% +$9.15K 0.17% 21
2024
Q4 		$205K Buy
+265
New +$219K 0.15% 24

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Fidato Wealth's LLY Position: Q3 2026 in Review

Fidato Wealth opened a new position in Eli Lilly (LLY) in Q3 2026: 252 shares worth $292K. The stake represents 0.16% of the portfolio and ranks #24 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in LLY as recently as Q1 2025.

Fidato Wealth first reported a position in LLY in Q4 2024 and has held it in 3 quarters since. 1,995 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fidato Wealth held 252 shares of Eli Lilly worth $292K as of Q3 2026.
  • Eli Lilly was a new Fidato Wealth position in Q3 2026.
  • Eli Lilly made up 0.16% of Fidato Wealth's portfolio in Q3 2026, its #24 holding.
  • Fidato Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 3 quarters since.
  • 1,995 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.