Heartwood Wealth Advisors’s Eli Lilly LLY Stock Holding History

Heartwood 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	$470K	Buy	392 +10	+3%	+$10.2K	0.04%	144
2026 Q1	$351K	Buy	+382	New	+$387K	0.03%	158
2025 Q4	–	Sell	-172	Closed	-$131K	–	427
2025 Q3	$131K	Buy	+172	New	+$128K	0.01%	234
2024 Q4	–	Sell	-244	Closed	-$216K	–	177
2024 Q3	$216K	Sell	244 -43	-15%	-$38.7K	0.02%	166
2024 Q2	$260K	Hold	287	–	–	0.03%	144
2024 Q1	$223K	Buy	+287	New	+$204K	0.03%	145
2023 Q3	–	Sell	-887	Closed	-$416K	–	138
2023 Q2	$416K	Buy	+887	New	+$372K	0.06%	90

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Heartwood Wealth Advisors's LLY Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 392 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #144.

Heartwood Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 7 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Heartwood Wealth Advisors held 392 shares of Eli Lilly worth $470K as of Q2 2026.
Heartwood Wealth Advisors bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Heartwood Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 7 quarters since.
1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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