Narus Financial Partners
LLY icon

Narus Financial Partners’s Eli Lilly LLY Stock Holding History

Narus Financial Partners’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
Q3 		$506K Hold
437
– – 0.13% 107
2026
Q2 		$524K Sell
437
-54
-11% -$55.2K 0.13% 106
2026
Q1 		$452K Sell
491
-1
-0.2% -$1.01K 0.12% 106
2025
Q4 		$529K Buy
492
+93
+23% +$88.9K 0.15% 89
2025
Q3 		$304K Buy
+399
New +$297K 0.08% 134

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Narus Financial Partners's LLY Position: Q3 2026 in Review

Narus Financial Partners held its Eli Lilly (LLY) position steady in Q3 2026 at 437 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #107.

Narus Financial Partners first reported a position in LLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $529K in Q4 2025. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Narus Financial Partners held 437 shares of Eli Lilly worth $506K as of Q3 2026.
  • Narus Financial Partners left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.13% of Narus Financial Partners's portfolio in Q3 2026, its #107 holding.
  • Narus Financial Partners first reported a position in Eli Lilly in Q3 2025 and has held it in 5 quarters since.
  • Narus Financial Partners's Eli Lilly position peaked at $529K in Q4 2025.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.