Valeo Financial Advisors’s Eli Lilly LLY Stock Holding History

Valeo 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 Q2	$156M	Sell	130,247 -1,398	-1%	-$1.43M	3.3%	7
2026 Q1	$121M	Sell	131,645 -4,789	-4%	-$4.86M	2.89%	9
2025 Q4	$147M	Sell	136,434 -6,261	-4%	-$5.99M	3.26%	7
2025 Q3	$109M	Buy	142,695 +3,479	+2%	+$2.59M	2.48%	10
2025 Q2	$109M	Sell	139,216 -23,585	-14%	-$18.3M	2.67%	8
2025 Q1	$102M	Buy	162,801 +1,103	+0.7%	+$918K	2.84%	8
2024 Q4	$94.2M	Buy	161,698 +47,948	+42%	+$39.7M	2.62%	9
2024 Q3	$101M	Buy	113,750 +1,205	+1%	+$1.08M	2.87%	9
2024 Q2	$102M	Buy	112,545 +2,432	+2%	+$1.95M	3.18%	7
2024 Q1	$80.6M	Buy	110,113 +5,632	+5%	+$4.01M	2.89%	8
2023 Q4	$60.9M	Buy	104,481 +818	+0.8%	+$477K	2.46%	9
2023 Q3	$55.7M	Buy	103,663 +279	+0.3%	+$144K	2.54%	9
2023 Q2	$48.5M	Buy	103,384 +29,273	+39%	+$12.3M	2.22%	9
2023 Q1	$25.5M	Buy	74,111 +9,367	+14%	+$3.16M	1.23%	13
2022 Q4	$23.7M	Buy	64,744 +534	+0.8%	+$189K	1.3%	13
2022 Q3	$20.8M	Buy	64,210 +2,310	+4%	+$732K	1.32%	12
2022 Q2	$20.1M	Sell	61,900 -9,906	-14%	-$2.97M	1.26%	14
2022 Q1	$20.6M	Buy	71,806 +9,038	+14%	+$2.33M	1.04%	15
2021 Q4	$17.3M	Buy	62,768 +1,520	+2%	+$385K	0.94%	16
2021 Q3	$14.2M	Buy	61,248 +4,118	+7%	+$1.02M	0.81%	20
2021 Q2	$13.1M	Buy	57,130 +2,798	+5%	+$562K	0.8%	18
2021 Q1	$10.2M	Buy	54,332 +98	+0.2%	+$19.2K	0.47%	29
2020 Q4	$9.16M	Buy	54,234 +13,165	+32%	+$1.97M	0.47%	30
2020 Q3	$6.08M	Sell	41,069 -511	-1%	-$79.1K	0.53%	27
2020 Q2	$6.83M	Sell	41,580 -146	-0.3%	-$22.4K	0.62%	25
2020 Q1	$6.08M	Sell	41,726 -8,241	-16%	-$1.13M	0.65%	25
2019 Q4	$6.57M	Buy	49,967 +6,745	+16%	+$782K	0.64%	28
2019 Q3	$4.83M	Sell	43,222 -7,417	-15%	-$826K	0.53%	30
2019 Q2	$5.61M	Sell	50,639 -58	-0.1%	-$6.83K	0.64%	26
2019 Q1	$6.58M	Buy	50,697 +5,213	+11%	+$634K	0.8%	18
2018 Q4	$5.26M	Sell	45,484 -1,278	-3%	-$143K	0.74%	25
2018 Q3	$5.07M	Sell	46,762 -3,743	-7%	-$374K	0.68%	25
2018 Q2	$5.17M	Sell	50,505 -21,597	-30%	-$1.77M	0.72%	26
2018 Q1	$5.58M	Buy	72,102 +10,615	+17%	+$855K	0.89%	17
2017 Q4	$5.19M	Buy	61,487 +21,002	+52%	+$1.79M	0.85%	21
2017 Q3	$3.46M	Buy	+40,485	New	+$3.32M	0.78%	23

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Valeo Financial Advisors's LLY Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $1.43M and leaving 130,247 shares worth $156M. The position accounts for 3.3% of the portfolio, ranked #7.

Valeo Financial Advisors first reported a position in LLY in Q3 2017 and has held it in 36 quarters since. 1,102 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Valeo Financial Advisors held 130,247 shares of Eli Lilly worth $156M as of Q2 2026.
Valeo Financial Advisors sold 1,398 Eli Lilly shares in Q2 2026, an estimated $1.43M.
Eli Lilly made up 3.3% of Valeo Financial Advisors's portfolio in Q2 2026, its #7 holding.
Valeo Financial Advisors first reported a position in Eli Lilly in Q3 2017 and has held it in 36 quarters since.
1,102 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.