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Unique Wealth Strategies’s Eli Lilly LLY Stock Holding History

Unique Wealth Strategies’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 		$297K Buy
+247
New +$252K 0.11% 186
2024
Q4 		– Sell
-64
Closed -$56.7K – 220
2024
Q3 		$56.7K Buy
64
+14
+28% +$12.6K 0.02% 197
2024
Q2 		$38.9K Buy
+50
New +$40K 0.02% 243

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Unique Wealth Strategies's LLY Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Eli Lilly (LLY) in Q2 2026: 247 shares worth $297K. The stake represents 0.11% of the portfolio and ranks #186 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in LLY as recently as Q3 2024.

Unique Wealth Strategies first reported a position in LLY in Q2 2024 and has held it in 3 quarters since. 2,133 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Unique Wealth Strategies held 247 shares of Eli Lilly worth $297K as of Q2 2026.
  • Eli Lilly was a new Unique Wealth Strategies position in Q2 2026.
  • Eli Lilly made up 0.11% of Unique Wealth Strategies's portfolio in Q2 2026, its #186 holding.
  • Unique Wealth Strategies first reported a position in Eli Lilly in Q2 2024 and has held it in 3 quarters since.
  • 2,133 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.