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Univest Financial’s Eli Lilly LLY Stock Holding History

Univest Financial’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 		$40.6M Buy
33,820
+1,375
+4% +$1.4M 1.99% 12
2026
Q1 		$29.8M Sell
32,445
-950
-3% -$963K 1.68% 14
2025
Q4 		$35.9M Sell
33,395
-902
-3% -$862K 1.9% 12
2025
Q3 		$26.2M Buy
34,297
+6,678
+24% +$4.97M 1.46% 14
2025
Q2 		$21.5M Buy
27,619
+9,681
+54% +$7.52M 1.29% 16
2025
Q1 		$14.8M Buy
17,938
+14,784
+469% +$12.3M 0.97% 21
2024
Q4 		$2.43M Sell
3,154
-420
-12% -$348K 0.15% 105
2024
Q3 		$3.17M Buy
3,574
+1,284
+56% +$1.15M 0.21% 87
2024
Q2 		$2.07M Hold
2,290
– – 0.58% 45
2024
Q1 		$1.78M Hold
2,290
– – 0.5% 45
2023
Q4 		$1.33M Hold
2,290
– – 0.39% 49
2023
Q3 		$1.23M Sell
2,290
-200
-8% -$103K 0.41% 46
2023
Q2 		$1.17M Hold
2,490
– – 0.35% 47
2023
Q1 		$855K Buy
2,490
+200
+9% +$67.5K 0.27% 51
2022
Q4 		$838K Hold
2,290
– – 0.26% 58
2022
Q3 		$740K Hold
2,290
– – 0.24% 62
2022
Q2 		$743K Sell
2,290
-13
-0.6% -$3.9K 0.24% 54
2022
Q1 		$660K Buy
2,303
+13
+0.6% +$3.35K 0.19% 56
2021
Q4 		$633K Hold
2,290
– – 0.16% 59
2021
Q3 		$529K Hold
2,290
– – 0.15% 61
2021
Q2 		$526K Buy
2,290
+800
+54% +$161K 0.14% 63
2021
Q1 		$278K Hold
1,490
– – 0.08% 92
2020
Q4 		$251K Hold
1,490
– – 0.07% 97
2020
Q3 		$221K Hold
1,490
– – 0.07% 96
2020
Q2 		$245K Hold
1,490
– – 0.08% 92
2020
Q1 		$206K Buy
+1,490
New +$205K 0.08% 104
2019
Q2 		– Sell
-1,652
Closed -$214K – 111
2019
Q1 		$214K Buy
+1,652
New +$201K 0.07% 108

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

Univest Financial's LLY Position: Q2 2026 in Review

Univest Financial increased its Eli Lilly (LLY) stake by 4.2% in Q2 2026, buying an estimated $1.4M and bringing the position to 33,820 shares worth $40.6M. The position accounts for 1.99% of the portfolio, ranked #12.

Univest Financial first reported a position in LLY in Q1 2019 and has held it in 27 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Univest Financial held 33,820 shares of Eli Lilly worth $40.6M as of Q2 2026.
  • Univest Financial bought 1,375 Eli Lilly shares in Q2 2026, an estimated $1.4M.
  • Eli Lilly made up 1.99% of Univest Financial's portfolio in Q2 2026, its #12 holding.
  • Univest Financial first reported a position in Eli Lilly in Q1 2019 and has held it in 27 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.