RFP
LLY icon

Root Financial Partners’s Eli Lilly LLY Stock Holding History

Root Financial Partners’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 		$2.15M Buy
1,796
+147
+9% +$150K 0.08% 73
2026
Q1 		$1.52M Sell
1,649
-1,304
-44% -$1.32M 0.07% 77
2025
Q4 		$3.17M Buy
2,953
+137
+5% +$131K 0.16% 43
2025
Q3 		$2.15M Sell
2,816
-203
-7% -$151K 0.13% 48
2025
Q2 		$2.35M Buy
3,019
+631
+26% +$490K 0.23% 41
2025
Q1 		$1.97M Sell
2,388
-37
-2% -$30.8K 0.21% 36
2024
Q4 		$1.87M Buy
2,425
+233
+11% +$193K 0.23% 33
2024
Q3 		$1.94M Buy
2,192
+1,730
+374% +$1.56M 0.31% 28
2024
Q2 		$418K Buy
462
+40
+9% +$32K 0.1% 76
2024
Q1 		$329K Buy
+422
New +$300K 0.1% 72

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

Root Financial Partners's LLY Position: Q2 2026 in Review

Root Financial Partners increased its Eli Lilly (LLY) stake by 8.9% in Q2 2026, buying an estimated $150K and bringing the position to 1,796 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #73.

Root Financial Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Root Financial Partners held 1,796 shares of Eli Lilly worth $2.15M as of Q2 2026.
  • Root Financial Partners bought 147 Eli Lilly shares in Q2 2026, an estimated $150K.
  • Eli Lilly made up 0.08% of Root Financial Partners's portfolio in Q2 2026, its #73 holding.
  • Root Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Eli Lilly position peaked at $3.17M in Q4 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.