Universal-Beteiligungs- und Servicegesellschaft’s Eli Lilly LLY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$544M	Sell	593,169 -6,140	-1%	-$6.22M	0.94%	12
2025 Q4	$643M	Sell	599,309 -33,702	-5%	-$32.2M	1.04%	11
2025 Q3	$483M	Buy	633,011 +52,856	+9%	+$39.3M	0.8%	14
2025 Q2	$452M	Buy	580,155 +53,872	+10%	+$41.9M	0.8%	14
2025 Q1	$435M	Buy	526,283 +348	+0.1%	+$290K	0.87%	14
2024 Q4	$406M	Buy	+525,935	New	+$435M	0.8%	13

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's LLY Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Eli Lilly (LLY) stake by 1% in Q1 2026, selling an estimated $6.22M and leaving 593,169 shares worth $544M. The position accounts for 0.94% of the portfolio, ranked #12.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $643M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 593,169 shares of Eli Lilly worth $544M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 6,140 Eli Lilly shares in Q1 2026, an estimated $6.22M.
Eli Lilly made up 0.94% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #12 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Eli Lilly position peaked at $643M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.