Root Financial Partners
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
Q3 		$2.48M Buy
2,146
+350
+19% +$413K 0.08% 71
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 $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Root Financial Partners's LLY Position: Q3 2026 in Review

Root Financial Partners increased its Eli Lilly (LLY) stake by 19% in Q3 2026, buying an estimated $413K and bringing the position to 2,146 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #71.

Root Financial Partners first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.17M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Root Financial Partners held 2,146 shares of Eli Lilly worth $2.48M as of Q3 2026.
  • Root Financial Partners bought 350 Eli Lilly shares in Q3 2026, an estimated $413K.
  • Eli Lilly made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #71 holding.
  • Root Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Root Financial Partners's Eli Lilly position peaked at $3.17M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.