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United Capital Financial Advisors’s Eli Lilly LLY Stock Holding History

United Capital Financial Advisors’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 		$1.93M Sell
2,100
-200
-9% -$203K 0.01% 559
2025
Q4 		$2.47M Buy
2,300
+1,400
+156% +$1.34M 0.01% 484
2025
Q3 		$687K Sell
900
-300
-25% -$223K ﹤0.01% 763
2025
Q2 		$935K Buy
1,200
+100
+9% +$77.7K 0.01% 607
2025
Q1 		$909K Buy
1,100
+600
+120% +$499K 0.01% 589
2024
Q4 		$386K Sell
500
-442,470
-100% -$366M ﹤0.01% 803
2024
Q3 		$500 Buy
+442,970
New +$398M ﹤0.01% 1059

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 Capital Financial Advisors's LLY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Eli Lilly (LLY) stake by 0.44% in Q1 2026, buying an estimated $268K and bringing the position to 60,590 shares worth $55.7M. The position accounts for 0.34% of the portfolio, ranked #55.

United Capital Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.8M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • United Capital Financial Advisors held 60,590 shares of Eli Lilly worth $55.7M as of Q1 2026.
  • United Capital Financial Advisors bought 264 Eli Lilly shares in Q1 2026, an estimated $268K.
  • Eli Lilly made up 0.34% of United Capital Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • United Capital Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Eli Lilly position peaked at $64.8M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.