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RTD Financial Advisors’s Eli Lilly LLY Stock Holding History

RTD Financial 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
Q2 		$553K Buy
461
+41
+10% +$41.9K 0.06% 90
2026
Q1 		$386K Sell
420
-67
-14% -$67.9K 0.05% 95
2025
Q4 		$523K Buy
+487
New +$466K 0.06% 84
2025
Q3 		– Sell
-260
Closed -$203K – 108
2025
Q2 		$203K Sell
260
-20
-7% -$15.5K 0.03% 107
2025
Q1 		$231K Buy
+280
New +$233K 0.03% 111

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RTD Financial Advisors's LLY Position: Q2 2026 in Review

RTD Financial Advisors increased its Eli Lilly (LLY) stake by 9.8% in Q2 2026, buying an estimated $41.9K and bringing the position to 461 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #90.

RTD Financial Advisors first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • RTD Financial Advisors held 461 shares of Eli Lilly worth $553K as of Q2 2026.
  • RTD Financial Advisors bought 41 Eli Lilly shares in Q2 2026, an estimated $41.9K.
  • Eli Lilly made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • RTD Financial Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.