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SageView Advisory Group’s Eli Lilly LLY Stock Holding History

SageView Advisory Group’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
2025
Q4 		$12.4M Sell
11,564
-568
-5% -$543K 0.42% 29
2025
Q3 		$9.26M Buy
12,132
+421
+4% +$313K 0.32% 39
2025
Q2 		$9.46M Buy
11,711
+539
+5% +$419K 0.36% 31
2025
Q1 		$9.23M Sell
11,172
-60
-0.5% -$49.9K 0.39% 31
2024
Q4 		$8.67M Buy
11,232
+230
+2% +$190K 0.37% 35
2024
Q3 		$9.75M Sell
11,002
-2,283
-17% -$2.05M 0.49% 27
2024
Q2 		$12M Buy
13,285
+1,919
+17% +$1.54M 0.56% 26
2024
Q1 		$8.84M Sell
11,366
-1,646
-13% -$1.17M 0.45% 32
2023
Q4 		$8.39M Buy
13,012
+3,568
+38% +$2.08M 0.36% 35
2023
Q3 		$5.07M Buy
9,444
+67
+0.7% +$34.5K 0.29% 45
2023
Q2 		$4.4M Buy
9,377
+1,107
+13% +$464K 0.24% 58
2023
Q1 		$2.84M Buy
8,270
+303
+4% +$102K 0.18% 88
2022
Q4 		$2.91M Buy
+7,967
New +$2.82M 0.24% 74

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SageView Advisory Group's LLY Position: Q4 2025 in Review

SageView Advisory Group reduced its Eli Lilly (LLY) stake by 4.7% in Q4 2025, selling an estimated $543K and leaving 11,564 shares worth $12.4M. The position accounts for 0.42% of the portfolio, ranked #29.

SageView Advisory Group first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. 4,429 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • SageView Advisory Group held 11,564 shares of Eli Lilly worth $12.4M as of Q4 2025.
  • SageView Advisory Group sold 568 Eli Lilly shares in Q4 2025, an estimated $543K.
  • Eli Lilly made up 0.42% of SageView Advisory Group's portfolio in Q4 2025, its #29 holding.
  • SageView Advisory Group first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
  • 4,429 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.