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New Insight Wealth Advisors’s Eli Lilly LLY Stock Holding History

New Insight 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 		$443K Sell
369
-5
-1% -$5.11K 0.13% 82
2026
Q1 		$344K Sell
374
-10
-3% -$10.1K 0.12% 86
2025
Q4 		$412K Buy
384
+11
+3% +$10.5K 0.15% 81
2025
Q3 		$285K Sell
373
-21
-5% -$15.6K 0.11% 94
2025
Q2 		$307K Buy
394
+13
+3% +$10.1K 0.13% 86
2025
Q1 		$315K Buy
+381
New +$317K 0.14% 77

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

New Insight Wealth Advisors's LLY Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $5.11K and leaving 369 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #82.

New Insight Wealth Advisors first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • New Insight Wealth Advisors held 369 shares of Eli Lilly worth $443K as of Q2 2026.
  • New Insight Wealth Advisors sold 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.13% of New Insight Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • New Insight Wealth Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.