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Kaufman Rossin Wealth’s Eli Lilly LLY Stock Holding History

Kaufman Rossin 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 		$322K Buy
265
+32
+14% +$32.7K 0.15% 73
2026
Q1 		$214K Buy
233
+41
+21% +$41.6K 0.12% 93
2025
Q4 		$206K Buy
+192
New +$184K 0.11% 152
2025
Q2 		– Sell
-293
Closed -$242K – 173
2025
Q1 		$242K Buy
+293
New +$244K 0.17% 115

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

Kaufman Rossin Wealth's LLY Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $32.7K and bringing the position to 265 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #73.

Kaufman Rossin Wealth first reported a position in LLY in Q1 2025 and has held it in 4 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kaufman Rossin Wealth held 265 shares of Eli Lilly worth $322K as of Q2 2026.
  • Kaufman Rossin Wealth bought 32 Eli Lilly shares in Q2 2026, an estimated $32.7K.
  • Eli Lilly made up 0.15% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #73 holding.
  • Kaufman Rossin Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 4 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.