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

New Wave 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	$2.91M	Buy	2,427 +522	+27%	+$533K	0.79%	31
2026 Q1	$1.75M	Buy	1,905 +534	+39%	+$541K	0.61%	38
2025 Q4	$1.47M	Buy	1,371 +246	+22%	+$235K	0.54%	39
2025 Q3	$859K	Buy	1,125 +7	+0.6%	+$5.21K	0.33%	60
2025 Q2	$872K	Sell	1,118 -121	-10%	-$94K	0.37%	53
2025 Q1	$1.02M	Buy	1,239 +381	+44%	+$317K	0.46%	44
2024 Q4	$663K	Sell	858 -2	-0.2%	-$1.66K	0.27%	57
2024 Q3	$762K	Sell	860 -484	-36%	-$435K	0.35%	49
2024 Q2	$1.22M	Buy	+1,344	New	+$1.08M	0.65%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

New Wave Wealth Advisors increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $533K and bringing the position to 2,427 shares worth $2.91M. The position accounts for 0.79% of the portfolio, ranked #31.

New Wave Wealth Advisors first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 1,857 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

New Wave Wealth Advisors held 2,427 shares of Eli Lilly worth $2.91M as of Q2 2026.
New Wave Wealth Advisors bought 522 Eli Lilly shares in Q2 2026, an estimated $533K.
Eli Lilly made up 0.79% of New Wave Wealth Advisors's portfolio in Q2 2026, its #31 holding.
New Wave Wealth Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
1,857 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.