Financial Synergies Wealth Advisors’s Eli Lilly LLY Stock Holding History

Financial Synergies Wealth Advisors’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	$273K	Buy	+227	New	+$232K	0.02%	105

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's LLY Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 227 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #105 among its holdings.

1,934 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Financial Synergies Wealth Advisors held 227 shares of Eli Lilly worth $273K as of Q2 2026.
Eli Lilly was a new Financial Synergies Wealth Advisors position in Q2 2026.
Eli Lilly made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #105 holding.
1,934 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.