United Asset Strategies’s Eli Lilly LLY Stock Holding History
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
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. 4,642 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.
- 4,642 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.