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Shira Ridge Wealth Management’s Eli Lilly LLY Stock Holding History

Shira Ridge 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 		$243K Hold
210
– – 0.08% 70
2026
Q2 		$252K Buy
+210
New +$215K 0.09% 70
2026
Q1 		– Sell
-208
Closed -$224K – 84
2025
Q4 		$224K Buy
+208
New +$199K 0.09% 72

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Shira Ridge Wealth Management's LLY Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Eli Lilly (LLY) position steady in Q3 2026 at 210 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #70.

Shira Ridge Wealth Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Shira Ridge Wealth Management held 210 shares of Eli Lilly worth $243K as of Q3 2026.
  • Shira Ridge Wealth Management left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Shira Ridge Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Shira Ridge Wealth Management's Eli Lilly position peaked at $252K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.