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Holos Integrated Wealth’s Eli Lilly LLY Stock Holding History

Holos Integrated Wealth’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 		– Sell
-3
Closed -$2.79K – 398
2026
Q1 		$2.79K Buy
+3
New +$3.04K ﹤0.01% 328

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

Holos Integrated Wealth's LLY Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 3 shares — an estimated $2.79K sold.

Holos Integrated Wealth first reported a position in LLY in Q1 2026 and held it in 1 quarter. The position peaked at $2.79K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 3 Eli Lilly shares in Q2 2026, an estimated $2.79K.
  • Holos Integrated Wealth first reported a position in Eli Lilly in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's Eli Lilly position peaked at $2.79K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.