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Valeo Financial Advisors, LLC → LLY
Valeo Financial Advisors, LLC LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
7
Latest value
$150.7M
Q3 2026
Peak value
$156.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $108.9M |
| Q3 2025 | $76K |
| Q4 2025 | $146.6M |
| Q4 2025 | $107K |
| Q1 2026 | $121.1M |
| Q2 2026 | $156.2M |
| Q3 2026 | $150.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $150.7M | 130.2K | — | — |
| Q2 2026 | $156.2M | 130.2K | — | — |
| Q1 2026 | $121.1M | 131.6K | — | — |
| Q4 2025 | $107K | 100 | — | — |
| Q4 2025 | $146.6M | 136.4K | — | — |
| Q3 2025 | $76K | 100 | — | — |
| Q3 2025 | $108.9M | 142.7K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B