Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Eli Lilly LLY Stock Holding History

Robertson Stephens Wealth Management’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 		$16.8M Buy
14,522
+138
+1% +$163K 0.41% 41
2026
Q2 		$17.3M Sell
14,384
-299
-2% -$305K 0.42% 40
2026
Q1 		$13.5M Sell
14,683
-61
-0.4% -$61.8K 0.38% 49
2025
Q4 		$15.8M Buy
14,744
+8,053
+120% +$7.7M 0.41% 45
2025
Q3 		$5.11M Sell
6,691
-562
-8% -$418K 0.15% 100
2025
Q2 		$5.65M Buy
7,253
+1,278
+21% +$993K 0.18% 94
2025
Q1 		$4.93M Buy
5,975
+484
+9% +$403K 0.17% 106
2024
Q4 		$4.24M Sell
5,491
-80
-1% -$66.2K 0.15% 125
2024
Q3 		$4.94M Buy
5,571
+69
+1% +$62K 0.18% 114
2024
Q2 		$4.98M Buy
5,502
+491
+10% +$393K 0.25% 74
2024
Q1 		$3.9M Buy
5,011
+866
+21% +$616K 0.21% 90
2023
Q4 		$2.42M Buy
4,145
+971
+31% +$567K 0.15% 125
2023
Q3 		$1.7M Buy
3,174
+594
+23% +$306K 0.12% 156
2023
Q2 		$1.21M Sell
2,580
-327
-11% -$137K 0.09% 173
2023
Q1 		$998K Buy
2,907
+380
+15% +$128K 0.08% 198
2022
Q4 		$924K Sell
2,527
-1,128
-31% -$400K 0.09% 184
2022
Q3 		$1.18M Sell
3,655
-400
-10% -$127K 0.12% 136
2022
Q2 		$1.31M Sell
4,055
-2,067
-34% -$620K 0.12% 137
2022
Q1 		$1.75M Buy
6,122
+1,741
+40% +$448K 0.15% 124
2021
Q4 		$1.21M Buy
4,381
+3,445
+368% +$873K 0.1% 164
2021
Q3 		$216K Buy
+936
New +$231K 0.02% 296

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

Robertson Stephens Wealth Management's LLY Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Eli Lilly (LLY) stake by 0.96% in Q3 2026, buying an estimated $163K and bringing the position to 14,522 shares worth $16.8M. The position accounts for 0.41% of the portfolio, ranked #41.

Robertson Stephens Wealth Management first reported a position in LLY in Q3 2021 and has held it in 21 quarters since. The position peaked at $17.3M in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Robertson Stephens Wealth Management held 14,522 shares of Eli Lilly worth $16.8M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 138 Eli Lilly shares in Q3 2026, an estimated $163K.
  • Eli Lilly made up 0.41% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Robertson Stephens Wealth Management first reported a position in Eli Lilly in Q3 2021 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's Eli Lilly position peaked at $17.3M in Q2 2026.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.