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Redwood Wealth Management Group’s Eli Lilly LLY Stock Holding History

Redwood Wealth Management 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 		– Sell
-2,350
Closed -$2.16M – 65
2026
Q1 		$2.16M Sell
2,350
-69
-3% -$70K 0.93% 29
2025
Q4 		$2.6M Sell
2,419
-6
-0.2% -$5.74K 1.09% 24
2025
Q3 		$1.85M Buy
2,425
+10
+0.4% +$7.44K 0.78% 33
2025
Q2 		$1.88M Sell
2,415
-88
-4% -$68.4K 0.85% 29
2025
Q1 		$2.07M Buy
2,503
+124
+5% +$103K 1.05% 26
2024
Q4 		$1.84M Buy
2,379
+225
+10% +$186K 0.9% 28
2024
Q3 		$1.91M Buy
2,154
+206
+11% +$185K 0.95% 27
2024
Q2 		$1.76M Buy
1,948
+12
+0.6% +$9.6K 1.33% 18
2024
Q1 		$1.51M Buy
1,936
+104
+6% +$74K 1.6% 21
2023
Q4 		$1.07M Buy
1,832
+261
+17% +$152K 1.18% 21
2023
Q3 		$844K Sell
1,571
-27
-2% -$13.9K 0.99% 25
2023
Q2 		$750K Sell
1,598
-62
-4% -$26K 0.83% 28
2023
Q1 		$570K Buy
1,660
+50
+3% +$16.9K 0.65% 45
2022
Q4 		$589K Buy
+1,610
New +$571K 0.74% 39

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

Redwood Wealth Management Group's LLY Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 2,350 shares — an estimated $2.16M sold.

Redwood Wealth Management Group first reported a position in LLY in Q4 2022 and held it in 14 quarters. The position peaked at $2.6M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,350 Eli Lilly shares in Q2 2026, an estimated $2.16M.
  • Redwood Wealth Management Group first reported a position in Eli Lilly in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Eli Lilly position peaked at $2.6M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.