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Heritage Oak Wealth Advisors’s Eli Lilly LLY Stock Holding History

Heritage Oak 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 		$325K Buy
271
+33
+14% +$33.7K 0.1% 72
2026
Q1 		$219K Buy
+238
New +$241K 0.07% 67
2025
Q2 		– Sell
-409
Closed -$338K – 76
2025
Q1 		$338K Sell
409
-10
-2% -$8.32K 0.15% 52
2024
Q4 		$323K Sell
419
-441
-51% -$365K 0.15% 53
2024
Q3 		$762K Buy
860
+450
+110% +$405K 0.35% 49
2024
Q2 		$371K Buy
+410
New +$328K 0.19% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's LLY Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $33.7K and bringing the position to 271 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #72.

Heritage Oak Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. The position peaked at $762K in Q3 2024. 1,613 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Heritage Oak Wealth Advisors held 271 shares of Eli Lilly worth $325K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 33 Eli Lilly shares in Q2 2026, an estimated $33.7K.
  • Eli Lilly made up 0.1% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Heritage Oak Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • Heritage Oak Wealth Advisors's Eli Lilly position peaked at $762K in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.