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ShankerValleau Wealth Advisors’s Eli Lilly LLY Stock Holding History

ShankerValleau 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
Q2 		$413K Hold
344
– – 0.11% 26
2026
Q1 		$316K Hold
344
– – 0.09% 31
2025
Q4 		$370K Sell
344
-2
-0.6% -$1.91K 0.1% 28
2025
Q3 		$264K Buy
346
+37
+12% +$27.5K 0.07% 35
2025
Q2 		$241K Hold
309
– – 0.07% 35
2025
Q1 		$255K Hold
309
– – 0.08% 32
2024
Q4 		$239K Buy
+309
New +$256K 0.08% 33

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

ShankerValleau Wealth Advisors's LLY Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 344 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #26.

ShankerValleau Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ShankerValleau Wealth Advisors held 344 shares of Eli Lilly worth $413K as of Q2 2026.
  • ShankerValleau Wealth Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.11% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • ShankerValleau Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.