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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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

Unique Wealth's LLY Position: Q2 2026 in Review

Unique Wealth reduced its Eli Lilly (LLY) stake by 24% in Q2 2026, selling an estimated $334K and leaving 1,029 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #85.

Unique Wealth first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.72M in Q4 2025. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Unique Wealth held 1,029 shares of Eli Lilly worth $1.23M as of Q2 2026.
Unique Wealth sold 327 Eli Lilly shares in Q2 2026, an estimated $334K.
Eli Lilly made up 0.14% of Unique Wealth's portfolio in Q2 2026, its #85 holding.
Unique Wealth first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Unique Wealth's Eli Lilly position peaked at $2.72M in Q4 2025.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.