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Prosperity Financial Group’s Eli Lilly LLY Stock Holding History

Prosperity Financial Group’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 		$1.92M Buy
1,597
+46
+3% +$47K 0.59% 48
2026
Q1 		$1.43M Buy
1,551
+61
+4% +$61.8K 0.53% 53
2025
Q4 		$1.6M Buy
1,490
+175
+13% +$167K 0.58% 49
2025
Q3 		$1M Sell
1,315
-765
-37% -$569K 0.37% 73
2025
Q2 		$1.62M Buy
2,080
+46
+2% +$35.7K 0.69% 43
2025
Q1 		$1.68M Hold
2,034
– – 0.84% 34
2024
Q4 		$1.57M Buy
2,034
+144
+8% +$119K 0.78% 39
2024
Q3 		$1.67M Buy
1,890
+60
+3% +$53.9K 0.94% 31
2024
Q2 		$1.66M Buy
1,830
+111
+6% +$88.8K 1.05% 28
2024
Q1 		$1.34M Buy
1,719
+195
+13% +$139K 0.83% 35
2023
Q4 		$888K Buy
1,524
+47
+3% +$27.4K 0.62% 40
2023
Q3 		$793K Buy
1,477
+53
+4% +$27.3K 0.66% 37
2023
Q2 		$668K Buy
1,424
+79
+6% +$33.1K 0.59% 41
2023
Q1 		$462K Buy
1,345
+674
+100% +$227K 0.47% 51
2022
Q4 		$245K Buy
+671
New +$238K 0.26% 74

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

Prosperity Financial Group's LLY Position: Q2 2026 in Review

Prosperity Financial Group increased its Eli Lilly (LLY) stake by 3% in Q2 2026, buying an estimated $47K and bringing the position to 1,597 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #48.

Prosperity Financial Group first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prosperity Financial Group held 1,597 shares of Eli Lilly worth $1.92M as of Q2 2026.
  • Prosperity Financial Group bought 46 Eli Lilly shares in Q2 2026, an estimated $47K.
  • Eli Lilly made up 0.59% of Prosperity Financial Group's portfolio in Q2 2026, its #48 holding.
  • Prosperity Financial Group first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.