UAS
LLY icon

United Asset Strategies’s Eli Lilly LLY Stock Holding History

United Asset Strategies’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 		$5.01M Sell
4,174
-125
-3% -$128K 0.35% 66
2026
Q1 		$3.95M Sell
4,299
-234
-5% -$237K 0.31% 69
2025
Q4 		$4.87M Sell
4,533
-37
-0.8% -$35.4K 0.38% 62
2025
Q3 		$3.49M Buy
4,570
+295
+7% +$220K 0.28% 65
2025
Q2 		$3.33M Buy
4,275
+98
+2% +$76.2K 0.28% 70
2025
Q1 		$3.45M Sell
4,177
-127
-3% -$106K 0.32% 69
2024
Q4 		$3.32M Buy
4,304
+161
+4% +$133K 0.3% 69
2024
Q3 		$3.67M Sell
4,143
-1,153
-22% -$1.04M 0.34% 64
2024
Q2 		$4.79M Buy
5,296
+214
+4% +$171K 0.47% 57
2024
Q1 		$3.95M Buy
5,082
+174
+4% +$124K 0.39% 62
2023
Q4 		$2.86M Sell
4,908
-206
-4% -$120K 0.32% 69
2023
Q3 		$2.75M Sell
5,114
-500
-9% -$258K 0.36% 66
2023
Q2 		$2.63M Buy
5,614
+1,751
+45% +$734K 0.33% 68
2023
Q1 		$1.33M Sell
3,863
-149
-4% -$50.3K 0.18% 118
2022
Q4 		$1.47M Buy
4,012
+3,333
+491% +$1.18M 0.2% 98
2022
Q3 		$220K Sell
679
-3
-0.4% -$951 0.03% 191
2022
Q2 		$221K Buy
+682
New +$205K 0.03% 191
2022
Q1 		– Sell
-750
Closed -$207K – 226
2021
Q4 		$207K Buy
+750
New +$190K 0.02% 196
2020
Q4 		– Sell
-3,718
Closed -$550K – 212
2020
Q3 		$550K Buy
3,718
+364
+11% +$56.3K 0.1% 130
2020
Q2 		$551K Buy
+3,354
New +$515K 0.11% 122
2019
Q1 		– Sell
-4,116
Closed -$476K – 207
2018
Q4 		$476K Sell
4,116
-9,085
-69% -$1.01M 0.13% 133
2018
Q3 		$1.42M Buy
13,201
+793
+6% +$79.3K 0.33% 71
2018
Q2 		$1.06M Buy
12,408
+1,737
+16% +$143K 0.28% 90
2018
Q1 		$826K Buy
10,671
+767
+8% +$61.7K 0.24% 96
2017
Q4 		$836K Buy
9,904
+1,731
+21% +$147K 0.22% 95
2017
Q3 		$699K Buy
8,173
+3,122
+62% +$256K 0.4% 58
2017
Q2 		$416K Buy
+5,051
New +$412K 0.12% 111

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

United Asset Strategies's LLY Position: Q2 2026 in Review

United Asset Strategies reduced its Eli Lilly (LLY) stake by 2.9% in Q2 2026, selling an estimated $128K and leaving 4,174 shares worth $5.01M. The position accounts for 0.35% of the portfolio, ranked #66.

United Asset Strategies first reported a position in LLY in Q2 2017 and has held it in 27 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • United Asset Strategies held 4,174 shares of Eli Lilly worth $5.01M as of Q2 2026.
  • United Asset Strategies sold 125 Eli Lilly shares in Q2 2026, an estimated $128K.
  • Eli Lilly made up 0.35% of United Asset Strategies's portfolio in Q2 2026, its #66 holding.
  • United Asset Strategies first reported a position in Eli Lilly in Q2 2017 and has held it in 27 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.