Prosperitas Financial
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Prosperitas Financial’s Eli Lilly LLY Stock Holding History

Prosperitas Financial’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 		$5.96M Buy
5,154
+436
+9% +$514K 1.8% 22
2026
Q2 		$5.66M Buy
4,718
+406
+9% +$415K 1.81% 18
2026
Q1 		$3.97M Sell
4,312
-106
-2% -$107K 1.48% 29
2025
Q4 		$4.75M Buy
4,418
+153
+4% +$146K 1.85% 18
2025
Q3 		$3.25M Buy
4,265
+359
+9% +$267K 1.35% 30
2025
Q2 		$3.05M Buy
3,906
+410
+12% +$319K 1.43% 28
2025
Q1 		$2.89M Buy
3,496
+247
+8% +$206K 1.49% 24
2024
Q4 		$2.51M Buy
3,249
+160
+5% +$132K 1.27% 31
2024
Q3 		$2.74M Buy
3,089
+191
+7% +$172K 1.47% 20
2024
Q2 		$2.62M Sell
2,898
-35
-1% -$28K 1.6% 19
2024
Q1 		$2.28M Buy
2,933
+300
+11% +$214K 1.46% 22
2023
Q4 		$1.53M Sell
2,633
-93
-3% -$54.3K 1.13% 29
2023
Q3 		$1.46M Buy
+2,726
New +$1.4M 1.14% 23

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Prosperitas Financial's LLY Position: Q3 2026 in Review

Prosperitas Financial increased its Eli Lilly (LLY) stake by 9.2% in Q3 2026, buying an estimated $514K and bringing the position to 5,154 shares worth $5.96M. The position accounts for 1.8% of the portfolio, ranked #22.

Prosperitas Financial first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Prosperitas Financial held 5,154 shares of Eli Lilly worth $5.96M as of Q3 2026.
  • Prosperitas Financial bought 436 Eli Lilly shares in Q3 2026, an estimated $514K.
  • Eli Lilly made up 1.8% of Prosperitas Financial's portfolio in Q3 2026, its #22 holding.
  • Prosperitas Financial first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.