Unique Wealth
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Unique Wealth’s Eli Lilly LLY Stock Holding History

Unique Wealth’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 		$1.13M Sell
978
-51
-5% -$60.2K 0.13% 93
2026
Q2 		$1.23M Sell
1,029
-327
-24% -$334K 0.14% 85
2026
Q1 		$1.25M Sell
1,356
-1,173
-46% -$1.19M 0.17% 75
2025
Q4 		$2.72M Sell
2,529
-562
-18% -$537K 0.38% 52
2025
Q3 		$2.36M Sell
3,091
-191
-6% -$142K 0.35% 61
2025
Q2 		$2.56M Buy
3,282
+184
+6% +$143K 0.41% 56
2025
Q1 		$2.56M Buy
3,098
+644
+26% +$536K 0.48% 49
2024
Q4 		$1.89M Buy
2,454
+1,053
+75% +$872K 0.39% 50
2024
Q3 		$1.24M Buy
1,401
+1,054
+304% +$948K 0.28% 57
2024
Q2 		$314K Buy
347
+13
+4% +$10.4K 0.08% 74
2024
Q1 		$260K Buy
+334
New +$238K 0.07% 80

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 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
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Unique Wealth's LLY Position: Q3 2026 in Review

Unique Wealth reduced its Eli Lilly (LLY) stake by 5% in Q3 2026, selling an estimated $60.2K and leaving 978 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #93.

Unique Wealth first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.72M in Q4 2025. 2,029 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Unique Wealth held 978 shares of Eli Lilly worth $1.13M as of Q3 2026.
  • Unique Wealth sold 51 Eli Lilly shares in Q3 2026, an estimated $60.2K.
  • Eli Lilly made up 0.13% of Unique Wealth's portfolio in Q3 2026, its #93 holding.
  • Unique Wealth first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Unique Wealth's Eli Lilly position peaked at $2.72M in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.