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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
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's LLY Position: Q2 2026 in Review

United Advisor Group increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $236K and bringing the position to 1,561 shares worth $1.87M. The position accounts for 0.2% of the portfolio, ranked #132.

United Advisor Group first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • United Advisor Group held 1,561 shares of Eli Lilly worth $1.87M as of Q2 2026.
  • United Advisor Group bought 231 Eli Lilly shares in Q2 2026, an estimated $236K.
  • Eli Lilly made up 0.2% of United Advisor Group's portfolio in Q2 2026, its #132 holding.
  • United Advisor Group first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.