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United Advisor Group’s Eli Lilly LLY Stock Holding History

United Advisor Group’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
Q1 		$1.22M Sell
1,330
-157
-11% -$159K 0.15% 165
2025
Q4 		$1.6M Buy
1,487
+294
+25% +$281K 0.2% 120
2025
Q3 		$911K Buy
1,193
+387
+48% +$288K 0.12% 174
2025
Q2 		$628K Buy
806
+261
+48% +$203K 0.11% 188
2025
Q1 		$450K Buy
545
+133
+32% +$111K 0.09% 202
2024
Q4 		$318K Sell
412
-188
-31% -$156K 0.06% 286
2024
Q3 		$532K Buy
+600
New +$539K 0.12% 181

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

United Advisor Group's LLY Position: Q1 2026 in Review

United Advisor Group reduced its Eli Lilly (LLY) stake by 11% in Q1 2026, selling an estimated $159K and leaving 1,330 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #165.

United Advisor Group first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • United Advisor Group held 1,330 shares of Eli Lilly worth $1.22M as of Q1 2026.
  • United Advisor Group sold 157 Eli Lilly shares in Q1 2026, an estimated $159K.
  • Eli Lilly made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #165 holding.
  • United Advisor Group first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's Eli Lilly position peaked at $1.6M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.