Optivise Advisory Services’s Eli Lilly LLY Stock Holding History

Optivise Advisory Services’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	$2.16M	Sell	1,867 -2	-0.1%	-$2.36K	1.06%	21
2026 Q2	$2.24M	Buy	1,869 +68	+4%	+$69.5K	1.14%	18
2026 Q1	$1.66M	Sell	1,801 -62	-3%	-$62.9K	1%	23
2025 Q4	$2M	Buy	1,863 +108	+6%	+$103K	1.15%	17
2025 Q3	$1.34M	Sell	1,755 -165	-9%	-$123K	0.8%	35
2025 Q2	$1.5M	Sell	1,920 -103	-5%	-$80K	0.76%	32
2025 Q1	$1.67M	Buy	2,023 +32	+2%	+$26.6K	0.94%	21
2024 Q4	$1.54M	Buy	1,991 +37	+2%	+$30.6K	0.83%	32
2024 Q3	$1.73M	Buy	1,954 +31	+2%	+$27.9K	0.91%	27
2024 Q2	$1.74M	Buy	+1,923	New	+$1.54M	0.94%	27

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Optivise Advisory Services's LLY Position: Q3 2026 in Review

Optivise Advisory Services reduced its Eli Lilly (LLY) stake by 0.11% in Q3 2026, selling an estimated $2.36K and leaving 1,867 shares worth $2.16M. The position accounts for 1.06% of the portfolio, ranked #21.

Optivise Advisory Services first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.24M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Optivise Advisory Services held 1,867 shares of Eli Lilly worth $2.16M as of Q3 2026.
Optivise Advisory Services sold 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 1.06% of Optivise Advisory Services's portfolio in Q3 2026, its #21 holding.
Optivise Advisory Services first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Eli Lilly position peaked at $2.24M in Q2 2026.
1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.