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 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 $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

Optivise Advisory Services's LLY Position: Q2 2026 in Review

Optivise Advisory Services increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $69.5K and bringing the position to 1,869 shares worth $2.24M. The position accounts for 1.14% of the portfolio, ranked #18.

Optivise Advisory Services first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 1,578 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Optivise Advisory Services held 1,869 shares of Eli Lilly worth $2.24M as of Q2 2026.
Optivise Advisory Services bought 68 Eli Lilly shares in Q2 2026, an estimated $69.5K.
Eli Lilly made up 1.14% of Optivise Advisory Services's portfolio in Q2 2026, its #18 holding.
Optivise Advisory Services first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
1,578 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.