Riversedge Advisors
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Riversedge Advisors’s Eli Lilly LLY Stock Holding History

Riversedge 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
Q3 		$1.41M Buy
1,222
+63
+5% +$74.3K 0.17% 55
2026
Q2 		$1.39M Buy
1,159
+336
+41% +$343K 0.18% 52
2026
Q1 		$757K Buy
823
+75
+10% +$76K 0.12% 66
2025
Q4 		$804K Buy
748
+276
+58% +$264K 0.13% 53
2025
Q3 		$360K Buy
472
+179
+61% +$133K 0.06% 102
2025
Q2 		$228K Sell
293
-82
-22% -$63.7K 0.04% 111
2025
Q1 		$310K Buy
+375
New +$312K 0.07% 86
2024
Q4 		– Sell
-235
Closed -$208K – 107
2024
Q3 		$208K Sell
235
-13
-5% -$11.7K 0.05% 87
2024
Q2 		$225K Buy
+248
New +$198K 0.05% 82

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Riversedge Advisors's LLY Position: Q3 2026 in Review

Riversedge Advisors increased its Eli Lilly (LLY) stake by 5.4% in Q3 2026, buying an estimated $74.3K and bringing the position to 1,222 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #55.

Riversedge Advisors first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Riversedge Advisors held 1,222 shares of Eli Lilly worth $1.41M as of Q3 2026.
  • Riversedge Advisors bought 63 Eli Lilly shares in Q3 2026, an estimated $74.3K.
  • Eli Lilly made up 0.17% of Riversedge Advisors's portfolio in Q3 2026, its #55 holding.
  • Riversedge Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.