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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
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Narus Financial Partners's LLY Position: Q2 2026 in Review

Narus Financial Partners reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $55.2K and leaving 437 shares worth $524K. The position accounts for 0.13% of the portfolio, ranked #106.

Narus Financial Partners first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $529K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Narus Financial Partners held 437 shares of Eli Lilly worth $524K as of Q2 2026.
  • Narus Financial Partners sold 54 Eli Lilly shares in Q2 2026, an estimated $55.2K.
  • Eli Lilly made up 0.13% of Narus Financial Partners's portfolio in Q2 2026, its #106 holding.
  • Narus Financial Partners first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • Narus Financial Partners's Eli Lilly position peaked at $529K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.