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Wealthcare Capital Partners’s Eli Lilly LLY Stock Holding History

Wealthcare Capital Partners’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 		$659K Buy
549
+20
+4% +$20.4K 0.27% 76
2026
Q1 		$486K Hold
529
– – 0.23% 88
2025
Q4 		$568K Buy
529
+1
+0.2% +$956 0.27% 75
2025
Q3 		$403K Buy
528
+200
+61% +$149K 0.19% 99
2025
Q2 		$256K Buy
+328
New +$255K 0.13% 123

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealthcare Capital Partners's LLY Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 549 shares worth $659K. The position accounts for 0.27% of the portfolio, ranked #76.

Wealthcare Capital Partners first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealthcare Capital Partners held 549 shares of Eli Lilly worth $659K as of Q2 2026.
  • Wealthcare Capital Partners bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.27% of Wealthcare Capital Partners's portfolio in Q2 2026, its #76 holding.
  • Wealthcare Capital Partners first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.