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HighRoad Wealth Advisors, LLC → LLY

HighRoad Wealth Advisors, LLC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$823K
Q1 2026$992K
Q2 2026$1.3M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M1.1K——
Q2 2026$1.3M1.1K——
Q1 2026$992K1.1K——
Q4 2025$823K766——

Other funds holding LLY

Other HighRoad Wealth Advisors, LLC positions

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STT-PG

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$12.5M
QQQ

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STT-PG

SPDR SERIES TRUST

$12.2M
QQQ

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$11.3M