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Motive Wealth Advisors’s Eli Lilly LLY Stock Holding History

Motive 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 		$1.12M Buy
934
+4
+0.4% +$4.09K 0.46% 35
2026
Q1 		$855K Sell
930
-8
-0.9% -$8.11K 0.4% 35
2025
Q4 		$1.01M Buy
938
+7
+0.8% +$6.69K 0.43% 35
2025
Q3 		$710K Sell
931
-1
-0.1% -$744 0.31% 36
2025
Q2 		$727K Buy
932
+87
+10% +$67.6K 0.33% 36
2025
Q1 		$698K Sell
845
-29
-3% -$24.1K 0.37% 34
2024
Q4 		$675K Buy
874
+70
+9% +$58K 0.36% 37
2024
Q3 		$728K Hold
804
– – 0.44% 32
2024
Q2 		$728K Buy
804
+3
+0.4% +$2.4K 0.44% 32
2024
Q1 		$623K Buy
801
+285
+55% +$203K 0.38% 35
2023
Q4 		$301K Sell
516
-174
-25% -$102K 0.35% 35
2023
Q3 		$371K Sell
690
-46
-6% -$23.7K 0.41% 32
2023
Q2 		$345K Buy
736
+8
+1% +$3.35K 0.36% 36
2023
Q1 		$250K Sell
728
-73
-9% -$24.6K 0.27% 47
2022
Q4 		$293K Buy
801
+91
+13% +$32.3K 0.22% 48
2022
Q3 		$230K Buy
+710
New +$225K 0.19% 51

Other funds holding LLY

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Motive Wealth Advisors's LLY Position: Q2 2026 in Review

Motive Wealth Advisors increased its Eli Lilly (LLY) stake by 0.43% in Q2 2026, buying an estimated $4.09K and bringing the position to 934 shares worth $1.12M. The position accounts for 0.46% of the portfolio, ranked #35.

Motive Wealth Advisors first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. 1,103 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Motive Wealth Advisors held 934 shares of Eli Lilly worth $1.12M as of Q2 2026.
  • Motive Wealth Advisors bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.46% of Motive Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Motive Wealth Advisors first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.