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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
2024
Q4 		– Sell
-1,100
Closed -$975K – 219
2024
Q3 		$975K Buy
+1,100
New +$989K 0.41% 62

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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

Unique Wealth Strategies's LLY Position: Q3 2026 in Review

Unique Wealth Strategies held its Eli Lilly (LLY) position steady in Q3 2026 at 247 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #185.

Unique Wealth Strategies first reported a position in LLY in Q2 2024 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Unique Wealth Strategies held 247 shares of Eli Lilly worth $297K as of Q3 2026.
  • Unique Wealth Strategies left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.11% of Unique Wealth Strategies's portfolio in Q3 2026, its #185 holding.
  • Unique Wealth Strategies first reported a position in Eli Lilly in Q2 2024 and has held it in 4 quarters since.
  • 428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.