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Prospera Financial Services’s Eli Lilly LLY Stock Holding History

Prospera Financial 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 		$56.3M Sell
46,944
-896
-2% -$915K 0.82% 18
2026
Q1 		$44M Sell
47,840
-6,250
-12% -$6.34M 0.71% 23
2025
Q4 		$58.1M Buy
54,090
+980
+2% +$937K 0.95% 15
2025
Q3 		$40.5M Buy
53,110
+8,147
+18% +$6.06M 0.69% 23
2025
Q2 		$35.1M Buy
44,963
+17,702
+65% +$13.8M 0.65% 26
2025
Q1 		$22.5M Buy
27,261
+1,884
+7% +$1.57M 0.52% 37
2024
Q4 		$19.6M Buy
25,377
+748
+3% +$619K 0.46% 47
2024
Q3 		$21.8M Buy
24,629
+1,642
+7% +$1.48M 0.56% 36
2024
Q2 		$20.8M Buy
22,987
+3,100
+16% +$2.48M 0.58% 30
2024
Q1 		$15.5M Buy
19,887
+7,382
+59% +$5.25M 0.46% 40
2023
Q4 		$7.29M Buy
12,505
+706
+6% +$412K 0.24% 93
2023
Q3 		$6.34M Buy
11,799
+712
+6% +$367K 0.25% 93
2023
Q2 		$5.2M Buy
11,087
+652
+6% +$273K 0.2% 123
2023
Q1 		$3.59M Buy
10,435
+1,436
+16% +$484K 0.15% 170
2022
Q4 		$3.29M Sell
8,999
-4,076
-31% -$1.45M 0.16% 144
2022
Q3 		$4.23M Buy
13,075
+1,575
+14% +$499K 0.22% 109
2022
Q2 		$3.73M Buy
11,500
+2,669
+30% +$801K 0.19% 122
2022
Q1 		$2.53M Buy
8,831
+72
+0.8% +$18.5K 0.11% 233
2021
Q4 		$2.42M Buy
8,759
+635
+8% +$161K 0.1% 228
2021
Q3 		$1.88M Buy
8,124
+1,573
+24% +$388K 0.09% 247
2021
Q2 		$1.5M Buy
6,551
+43
+0.7% +$8.64K 0.08% 298
2021
Q1 		$1.22M Sell
6,508
-736
-10% -$144K 0.07% 301
2020
Q4 		$1.22M Buy
7,244
+2,860
+65% +$427K 0.08% 253
2020
Q3 		$649K Sell
4,384
-23,136
-84% -$3.58M 0.25% 73
2020
Q2 		$4.52M Sell
27,520
-7,472
-21% -$1.15M 0.4% 46
2020
Q1 		$4.85M Buy
34,992
+29,671
+558% +$4.08M 0.52% 31
2019
Q4 		$699K Buy
5,321
+150
+3% +$17.4K 0.05% 313
2019
Q3 		$578K Sell
5,171
-41
-0.8% -$4.57K 0.06% 274
2019
Q2 		$583K Sell
5,212
-22
-0.4% -$2.59K 0.07% 259
2019
Q1 		$667K Buy
5,234
+1,503
+40% +$183K 0.22% 129
2018
Q4 		$430K Sell
3,731
-1,788
-32% -$200K 0.09% 223
2018
Q3 		$569K Sell
5,519
-215
-4% -$21.5K 0.11% 193
2018
Q2 		$493K Sell
5,734
-535
-9% -$43.9K 0.07% 235
2018
Q1 		$490K Buy
6,269
+1,726
+38% +$139K 0.07% 242
2017
Q4 		$387K Sell
4,543
-4,986
-52% -$424K 0.06% 264
2017
Q3 		$826K Sell
9,529
-150
-2% -$12.3K 0.13% 157
2017
Q2 		$791K Sell
9,679
-4,579
-32% -$374K 0.13% 158
2017
Q1 		$1.21M Buy
14,258
+895
+7% +$71.7K 0.22% 93
2016
Q4 		$993K Buy
13,363
+1,152
+9% +$85.8K 0.19% 102
2016
Q3 		$980K Buy
12,211
+3,897
+47% +$312K 0.2% 95
2016
Q2 		$655K Buy
8,314
+1,062
+15% +$80K 0.14% 133
2016
Q1 		$530K Sell
7,252
-14,145
-66% -$1.07M 0.12% 138
2015
Q4 		$1.8M Buy
21,397
+15,301
+251% +$1.27M 0.4% 40
2015
Q3 		$460K Sell
6,096
-663
-10% -$56K 0.12% 126
2015
Q2 		$514K Buy
6,759
+456
+7% +$34.7K 0.12% 130
2015
Q1 		$414K Sell
6,303
-1,365
-18% -$97.2K 0.09% 161
2014
Q4 		$529K Buy
7,668
+2
+0% +$135 0.13% 125
2014
Q3 		$458K Sell
7,666
-680
-8% -$43.1K 0.12% 136
2014
Q2 		$519K Sell
8,346
-378
-4% -$22.6K 0.14% 120
2014
Q1 		$478K Buy
8,724
+951
+12% +$53.1K 0.15% 104
2013
Q4 		$396K Sell
7,773
-652
-8% -$32.6K 0.13% 126
2013
Q3 		$427K Buy
8,425
+201
+2% +$10.5K 0.16% 120
2013
Q2 		$413K Buy
+8,224
New +$447K 0.19% 118

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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

Prospera Financial Services's LLY Position: Q2 2026 in Review

Prospera Financial Services reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $915K and leaving 46,944 shares worth $56.3M. The position accounts for 0.82% of the portfolio, ranked #18.

Prospera Financial Services first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.1M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prospera Financial Services held 46,944 shares of Eli Lilly worth $56.3M as of Q2 2026.
  • Prospera Financial Services sold 896 Eli Lilly shares in Q2 2026, an estimated $915K.
  • Eli Lilly made up 0.82% of Prospera Financial Services's portfolio in Q2 2026, its #18 holding.
  • Prospera Financial Services first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Eli Lilly position peaked at $58.1M in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.