PW Nova Financial Services
LLY icon

PW Nova Financial Services’s Eli Lilly LLY Stock Holding History

PW Nova 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
Q3 		$5.85M Sell
5,053
-196
-4% -$231K 1.19% 23
2026
Q2 		$6.3M Sell
5,249
-573
-10% -$585K 1.35% 19
2026
Q1 		$5.36M Buy
5,822
+4,249
+270% +$4.31M 1.34% 23
2025
Q4 		$1.7M Buy
+1,573
New +$1.5M 0.64% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

PW Nova Financial Services's LLY Position: Q3 2026 in Review

PW Nova Financial Services reduced its Eli Lilly (LLY) stake by 3.7% in Q3 2026, selling an estimated $231K and leaving 5,053 shares worth $5.85M. The position accounts for 1.19% of the portfolio, ranked #23.

PW Nova Financial Services first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.3M in Q2 2026. 1,187 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • PW Nova Financial Services held 5,053 shares of Eli Lilly worth $5.85M as of Q3 2026.
  • PW Nova Financial Services sold 196 Eli Lilly shares in Q3 2026, an estimated $231K.
  • Eli Lilly made up 1.19% of PW Nova Financial Services's portfolio in Q3 2026, its #23 holding.
  • PW Nova Financial Services first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Eli Lilly position peaked at $6.3M in Q2 2026.
  • 1,187 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.