Sendero Wealth Management
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Sendero Wealth Management’s Eli Lilly LLY Stock Holding History

Sendero Wealth Management’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 		$2.27M Sell
1,958
-56
-3% -$66.1K 0.23% 76
2026
Q2 		$2.42M Buy
2,014
+1,282
+175% +$1.31M 0.24% 71
2026
Q1 		$673K Sell
732
-53
-7% -$53.7K 0.07% 139
2025
Q4 		$843K Buy
+785
New +$751K 0.09% 121

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sendero Wealth Management's LLY Position: Q3 2026 in Review

Sendero Wealth Management reduced its Eli Lilly (LLY) stake by 2.8% in Q3 2026, selling an estimated $66.1K and leaving 1,958 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #76.

Sendero Wealth Management first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q2 2026. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Sendero Wealth Management held 1,958 shares of Eli Lilly worth $2.27M as of Q3 2026.
  • Sendero Wealth Management sold 56 Eli Lilly shares in Q3 2026, an estimated $66.1K.
  • Eli Lilly made up 0.23% of Sendero Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Sendero Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Sendero Wealth Management's Eli Lilly position peaked at $2.42M in Q2 2026.
  • 2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.