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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
Q3 		$498K Buy
430
+38
+10% +$44.8K 0.04% 135
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

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Heartwood Wealth Advisors's LLY Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Eli Lilly (LLY) stake by 9.7% in Q3 2026, buying an estimated $44.8K and bringing the position to 430 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #135.

Heartwood Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 8 quarters since. 336 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Heartwood Wealth Advisors held 430 shares of Eli Lilly worth $498K as of Q3 2026.
  • Heartwood Wealth Advisors bought 38 Eli Lilly shares in Q3 2026, an estimated $44.8K.
  • Eli Lilly made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #135 holding.
  • Heartwood Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 8 quarters since.
  • 336 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.