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Henrickson Nauta Wealth Advisors’s Eli Lilly LLY Stock Holding History

Henrickson Nauta 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 		$451K Buy
376
+54
+17% +$55.2K 0.11% 61
2026
Q1 		$296K Sell
322
-140
-30% -$142K 0.08% 79
2025
Q4 		$492K Buy
+462
New +$442K 0.07% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's LLY Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $55.2K and bringing the position to 376 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #61.

Henrickson Nauta Wealth Advisors first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 376 shares of Eli Lilly worth $451K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 54 Eli Lilly shares in Q2 2026, an estimated $55.2K.
  • Eli Lilly made up 0.11% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Henrickson Nauta Wealth Advisors's Eli Lilly position peaked at $492K in Q4 2025.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.