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 Q3	$1.81M	Buy	1,563 +2	+0.1%	+$2.36K	0.17%	146
2026 Q2	$1.87M	Buy	1,561 +231	+17%	+$236K	0.2%	132
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 Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's LLY Position: Q3 2026 in Review

United Advisor Group increased its Eli Lilly (LLY) stake by 0.13% in Q3 2026, buying an estimated $2.36K and bringing the position to 1,563 shares worth $1.81M. The position accounts for 0.17% of the portfolio, ranked #146.

United Advisor Group first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q2 2026. 3,033 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

United Advisor Group held 1,563 shares of Eli Lilly worth $1.81M as of Q3 2026.
United Advisor Group bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.17% of United Advisor Group's portfolio in Q3 2026, its #146 holding.
United Advisor Group first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
United Advisor Group's Eli Lilly position peaked at $1.87M in Q2 2026.
3,033 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.