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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Root Financial Partners's LLY Position: Q1 2026 in Review

Root Financial Partners reduced its Eli Lilly (LLY) stake by 44% in Q1 2026, selling an estimated $1.32M and leaving 1,649 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #77.

Root Financial Partners first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.17M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Root Financial Partners held 1,649 shares of Eli Lilly worth $1.52M as of Q1 2026.
Root Financial Partners sold 1,304 Eli Lilly shares in Q1 2026, an estimated $1.32M.
Eli Lilly made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #77 holding.
Root Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's Eli Lilly position peaked at $3.17M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.