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Olistico Wealth’s Eli Lilly LLY Stock Holding History

Olistico Wealth’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 		$2.86M Buy
2,388
+11
+0.5% +$11.2K 1.23% 22
2026
Q1 		$2.19M Sell
2,377
-21
-0.9% -$21.3K 1.08% 22
2025
Q4 		$2.58M Hold
2,398
– – 1.26% 19
2025
Q3 		$1.83M Sell
2,398
-106
-4% -$78.9K 0.97% 22
2025
Q2 		$1.95M Sell
2,504
-1,068
-30% -$830K 1.08% 19
2025
Q1 		$2.95M Buy
3,572
+203
+6% +$169K 1.82% 11
2024
Q4 		$2.6M Sell
3,369
-288
-8% -$238K 1.51% 15
2024
Q3 		$3.24M Sell
3,657
-228
-6% -$205K 1.98% 11
2024
Q2 		$3.52M Buy
3,885
+135
+4% +$108K 2.24% 9
2024
Q1 		$2.92M Buy
3,750
+751
+25% +$534K 2.11% 11
2023
Q4 		$1.75M Buy
2,999
+552
+23% +$322K 1.37% 17
2023
Q3 		$1.31M Buy
2,447
+65
+3% +$33.5K 1.17% 19
2023
Q2 		$1.12M Sell
2,382
-444
-16% -$186K 0.96% 25
2023
Q1 		$971K Buy
2,826
+137
+5% +$46.2K 0.93% 26
2022
Q4 		$984K Buy
+2,689
New +$953K 1.06% 20

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Olistico Wealth's LLY Position: Q2 2026 in Review

Olistico Wealth increased its Eli Lilly (LLY) stake by 0.46% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,388 shares worth $2.86M. The position accounts for 1.23% of the portfolio, ranked #22.

Olistico Wealth first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.52M in Q2 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Olistico Wealth held 2,388 shares of Eli Lilly worth $2.86M as of Q2 2026.
  • Olistico Wealth bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 1.23% of Olistico Wealth's portfolio in Q2 2026, its #22 holding.
  • Olistico Wealth first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Eli Lilly position peaked at $3.52M in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.