RIA Advisory Group
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RIA Advisory Group’s Eli Lilly LLY Stock Holding History

RIA Advisory 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
Q3 		– Sell
-259
Closed -$310K – 154
2026
Q2 		$310K Buy
+259
New +$265K 0.07% 118
2024
Q4 		– Sell
-319
Closed -$282K – 144
2024
Q3 		$282K Buy
+319
New +$287K 0.1% 101
2024
Q1 		$315K Buy
+405
New +$288K 0.13% 95
2023
Q4 		– Sell
-842
Closed -$452K – 154
2023
Q3 		$452K Buy
+842
New +$434K 0.2% 66

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

RIA Advisory Group's LLY Position: Q3 2026 in Review

RIA Advisory Group sold out of Eli Lilly (LLY) in Q3 2026, closing a stake of 259 shares — an estimated $310K sold.

RIA Advisory Group first reported a position in LLY in Q3 2023 and held it in 4 quarters. The position peaked at $452K in Q3 2023. 1,195 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • RIA Advisory Group reported no remaining Eli Lilly position as of Q3 2026 after selling out during the quarter.
  • RIA Advisory Group sold 259 Eli Lilly shares in Q3 2026, an estimated $310K.
  • RIA Advisory Group first reported a position in Eli Lilly in Q3 2023 and held it in 4 quarters.
  • RIA Advisory Group's Eli Lilly position peaked at $452K in Q3 2023.
  • 1,195 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.