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Realta Investment Advisors’s Eli Lilly LLY Stock Holding History

Realta Investment Advisors’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 		$1.9M Buy
1,580
+1,014
+179% +$1.04M 0.59% 43
2026
Q1 		$521K Buy
566
+11
+2% +$11.2K 0.18% 123
2025
Q4 		$596K Sell
555
-10
-2% -$9.56K 0.2% 108
2025
Q3 		$431K Sell
565
-293
-34% -$218K 0.14% 130
2025
Q2 		$669K Sell
858
-32
-4% -$24.9K 0.26% 80
2025
Q1 		$735K Sell
890
-57
-6% -$47.4K 0.34% 73
2024
Q4 		$741K Sell
947
-167
-15% -$138K 0.3% 71
2024
Q3 		$1.04M Sell
1,114
-3,184
-74% -$2.86M 0.48% 49
2024
Q2 		$3.89M Buy
4,298
+125
+3% +$100K 0.76% 18
2024
Q1 		$3.25M Buy
4,173
+130
+3% +$92.5K 0.67% 21
2023
Q4 		$2.36M Sell
4,043
-448
-10% -$261K 0.53% 32
2023
Q3 		$2.11M Sell
4,491
-110
-2% -$56.7K 0.48% 36
2023
Q2 		$2.16M Buy
4,601
+268
+6% +$112K 0.47% 37
2023
Q1 		$1.49M Sell
4,333
-264
-6% -$89K 0.36% 69
2022
Q4 		$1.68M Sell
4,597
-290
-6% -$103K 0.41% 56
2022
Q3 		$1.58M Buy
4,887
+778
+19% +$246K 0.41% 49
2022
Q2 		$1.33M Sell
4,109
-17
-0.4% -$5.1K 0.33% 69
2022
Q1 		$1.18M Sell
4,126
-82
-2% -$21.1K 0.24% 96
2021
Q4 		$1.16M Buy
4,208
+16
+0.4% +$4.06K 0.26% 92
2021
Q3 		$969K Buy
4,192
+68
+2% +$16.8K 0.23% 110
2021
Q2 		$947K Sell
4,124
-14
-0.3% -$2.81K 0.22% 114
2021
Q1 		$773K Buy
4,138
+1,458
+54% +$285K 0.2% 133
2020
Q4 		$452K Sell
2,680
-12
-0.4% -$1.79K 0.13% 183
2020
Q3 		$398K Buy
2,692
+608
+29% +$94.1K 0.13% 182
2020
Q2 		$342K Buy
+2,084
New +$320K 0.11% 226
2020
Q1 		– Sell
-1,910
Closed -$223K – 919
2019
Q4 		$223K Sell
1,910
-32
-2% -$3.71K 0.06% 315
2019
Q3 		$216K Sell
1,942
-177
-8% -$19.7K 0.06% 309
2019
Q2 		$235K Buy
2,119
+754
+55% +$88.8K 0.07% 294
2019
Q1 		$177K Buy
+1,365
New +$166K 0.08% 295

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

Realta Investment Advisors's LLY Position: Q2 2026 in Review

Realta Investment Advisors increased its Eli Lilly (LLY) stake by 179% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,580 shares worth $1.9M. The position accounts for 0.59% of the portfolio, ranked #43.

Realta Investment Advisors first reported a position in LLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.89M in Q2 2024. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Realta Investment Advisors held 1,580 shares of Eli Lilly worth $1.9M as of Q2 2026.
  • Realta Investment Advisors bought 1,014 Eli Lilly shares in Q2 2026, an estimated $1.04M.
  • Eli Lilly made up 0.59% of Realta Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Realta Investment Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's Eli Lilly position peaked at $3.89M in Q2 2024.
  • 1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.