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Quotient Wealth Partners’s Eli Lilly LLY Stock Holding History

Quotient Wealth Partners’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 		$4.41M Buy
3,676
+101
+3% +$103K 0.1% 60
2026
Q1 		$3.29M Sell
3,575
-7
-0.2% -$7.1K 0.09% 65
2025
Q4 		$3.85M Sell
3,582
-101
-3% -$96.6K 0.1% 57
2025
Q3 		$2.81M Sell
3,683
-43
-1% -$32K 0.08% 64
2025
Q2 		$2.9M Buy
3,726
+374
+11% +$291K 0.09% 61
2025
Q1 		$2.77M Buy
3,352
+198
+6% +$165K 0.09% 59
2024
Q4 		$2.43M Buy
3,154
+145
+5% +$120K 0.08% 59
2024
Q3 		$2.67M Sell
3,009
-104
-3% -$93.5K 0.09% 54
2024
Q2 		$2.82M Buy
3,113
+458
+17% +$366K 0.1% 52
2024
Q1 		$2.07M Sell
2,655
-78
-3% -$55.5K 0.07% 73
2023
Q4 		$1.59M Buy
+2,733
New +$1.6M 0.06% 92

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quotient Wealth Partners's LLY Position: Q2 2026 in Review

Quotient Wealth Partners increased its Eli Lilly (LLY) stake by 2.8% in Q2 2026, buying an estimated $103K and bringing the position to 3,676 shares worth $4.41M. The position accounts for 0.1% of the portfolio, ranked #60.

Quotient Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Quotient Wealth Partners held 3,676 shares of Eli Lilly worth $4.41M as of Q2 2026.
  • Quotient Wealth Partners bought 101 Eli Lilly shares in Q2 2026, an estimated $103K.
  • Eli Lilly made up 0.1% of Quotient Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Quotient Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.