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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
Q1 		– Sell
-100
Closed -$107K – 841
2025
Q4 		$107K Hold
100
– – ﹤0.01% 789
2025
Q3 		$76.3K Hold
100
– – ﹤0.01% 800
2025
Q2 		$14.9K Hold
100
– – ﹤0.01% 774
2025
Q1 		$82.6K Sell
100
-700
-88% -$582K ﹤0.01% 665
2024
Q4 		$485K Buy
800
+700
+700% +$580K 0.01% 416
2024
Q3 		$88.6K Buy
+100
New +$89.9K ﹤0.01% 677
2024
Q2 		– Sell
-4,000
Closed -$2.93K – 703
2024
Q1 		$2.93K Buy
4,000
+3,400
+567% +$2.42M ﹤0.01% 649
2023
Q4 		$350 Buy
+600
New +$350K ﹤0.01% 641

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
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)
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
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. 1,122 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.
  • 1,122 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.