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Rooted Wealth Advisors’s Eli Lilly LLY Stock Holding History

Rooted Wealth 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
Q1 		$1.39M Buy
1,510
+1,109
+277% +$1.12M 0.37% 50
2025
Q4 		$444K Sell
401
-2
-0.5% -$1.91K 0.12% 87
2025
Q3 		$339K Sell
403
-165
-29% -$123K 0.1% 88
2025
Q2 		$451K Buy
568
+36
+7% +$28K 0.16% 73
2025
Q1 		$393K Sell
532
-57
-10% -$47.4K 0.17% 66
2024
Q4 		$456K Sell
589
-32
-5% -$26.5K 0.18% 60
2024
Q3 		$558K Buy
621
+106
+21% +$95.3K 0.25% 52
2024
Q2 		$437K Buy
515
+12
+2% +$9.6K 0.19% 58
2024
Q1 		$384K Buy
503
+24
+5% +$17.1K 0.19% 58
2023
Q4 		$338K Buy
479
+18
+4% +$10.5K 0.18% 59
2023
Q3 		$273K Sell
461
-12
-3% -$6.18K 0.17% 64
2023
Q2 		$220K Buy
+473
New +$198K 0.15% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return