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Rothschild Capital Partners’s Eli Lilly LLY Stock Holding History

Rothschild Capital 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 		$1.24M Buy
1,030
+193
+23% +$197K 0.26% 39
2026
Q1 		$770K Sell
837
-677
-45% -$686K 0.19% 48
2025
Q4 		$1.63M Buy
1,514
+300
+25% +$287K 0.38% 30
2025
Q3 		$926K Hold
1,214
– – 0.22% 32
2025
Q2 		$946K Hold
1,214
– – 0.25% 29
2025
Q1 		$1M Buy
1,214
+230
+23% +$191K 0.26% 30
2024
Q4 		$760K Buy
+984
New +$815K 0.18% 36

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

Rothschild Capital Partners's LLY Position: Q2 2026 in Review

Rothschild Capital Partners increased its Eli Lilly (LLY) stake by 23% in Q2 2026, buying an estimated $197K and bringing the position to 1,030 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #39.

Rothschild Capital Partners first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rothschild Capital Partners held 1,030 shares of Eli Lilly worth $1.24M as of Q2 2026.
  • Rothschild Capital Partners bought 193 Eli Lilly shares in Q2 2026, an estimated $197K.
  • Eli Lilly made up 0.26% of Rothschild Capital Partners's portfolio in Q2 2026, its #39 holding.
  • Rothschild Capital Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Capital Partners's Eli Lilly position peaked at $1.63M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.