USAdvisors Wealth Management
LLY icon

USAdvisors Wealth Management’s Eli Lilly LLY Stock Holding History

USAdvisors Wealth Management’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
Q3 		$331K Sell
286
-6,084
-96% -$7.18M 0.09% 112
2026
Q2 		$367K Buy
+6,370
New +$6.51M 0.11% 105
2026
Q1 		– Sell
-259
Closed -$279K – 141
2025
Q4 		$279K Sell
259
-7
-3% -$6.69K 0.09% 109
2025
Q3 		$203K Sell
266
-8
-3% -$5.95K 0.07% 128
2025
Q2 		$213K Sell
274
-12
-4% -$9.32K 0.08% 121
2025
Q1 		$236K Buy
286
+17
+6% +$14.1K 0.08% 116
2024
Q4 		$208K Sell
269
-126
-32% -$104K 0.07% 130
2024
Q3 		$347K Sell
395
-19
-5% -$17.1K 0.12% 93
2024
Q2 		$375K Sell
414
-52
-11% -$41.6K 0.13% 88
2024
Q1 		$363K Buy
466
+42
+10% +$29.9K 0.14% 99
2023
Q4 		$247K Buy
+424
New +$247K 0.1% 113
2022
Q1 		– Sell
-763
Closed -$211K – 135
2021
Q4 		$211K Buy
+763
New +$193K 0.09% 119

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

USAdvisors Wealth Management's LLY Position: Q3 2026 in Review

USAdvisors Wealth Management reduced its Eli Lilly (LLY) stake by 96% in Q3 2026, selling an estimated $7.18M and leaving 286 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #112.

USAdvisors Wealth Management first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. The position peaked at $375K in Q2 2024. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • USAdvisors Wealth Management held 286 shares of Eli Lilly worth $331K as of Q3 2026.
  • USAdvisors Wealth Management sold 6,084 Eli Lilly shares in Q3 2026, an estimated $7.18M.
  • Eli Lilly made up 0.09% of USAdvisors Wealth Management's portfolio in Q3 2026, its #112 holding.
  • USAdvisors Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
  • USAdvisors Wealth Management's Eli Lilly position peaked at $375K in Q2 2024.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.