Question 1

How many shares of LLY does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 60,590 shares of LLY (ELI LILLY & CO).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's LLY position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's LLY position is worth $55.7M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling LLY?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their LLY position (+0.4% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy LLY?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in LLY in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	60,590	+0.4%	$55.7M	0.3%	$916.88	35
2025-Q4	Increased	60,326	+5.7%	$64.8M	0.4%	$1,069.51	37
2025-Q3	Increased	57,064	+7.4%	$43.5M	0.3%	$758.22	38
2025-Q2	Increased	53,122	+5.5%	$41.4M	0.3%	$772.95	37
2025-Q1	Increased	50,328	+12.5%	$41.6M	0.4%	$817.26	39
2024-Q4	Increased	44,725	+0.3%	$34.5M	0.3%	$762.60	35
2024-Q3	Increased	44,608	+10.1%	$39.5M	0.3%	$873.71	38