Prevail Innovative Wealth Advisors’s Eli Lilly LLY Stock Holding History

Prevail Innovative 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	$12.1M	Buy	+10,078	New	+$10.3M	1.8%	6
2026 Q1	–	Sell	-367	Closed	-$394K	–	211
2025 Q4	$394K	Sell	367 -7,607	-95%	-$7.27M	0.07%	162
2025 Q3	$6.08M	Buy	7,974 +7,693	+2,738%	+$5.72M	1.18%	16
2025 Q2	$219K	Sell	281 -92	-25%	-$71.5K	0.05%	187
2025 Q1	$308K	Sell	373 -4,326	-92%	-$3.6M	0.08%	156
2024 Q4	$3.63M	Buy	+4,699	New	+$3.89M	1.05%	28

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Prevail Innovative Wealth Advisors's LLY Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 10,078 shares worth $12.1M. The stake represents 1.8% of the portfolio and ranks #6 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in LLY as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Prevail Innovative Wealth Advisors held 10,078 shares of Eli Lilly worth $12.1M as of Q2 2026.
Eli Lilly was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Eli Lilly made up 1.8% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Prevail Innovative Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.