One Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1725297 SAN FRANCISCO, CA

Position in LLY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$784,427

+$281,313 QoQ

Shares Held

654

+19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#3,352

of 4,605 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

One Wealth Advisors, LLC holds $6,025,804 across 9 Drug Manufacturers - General names. LLY ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GILD	Gilead Sciences, Inc.	8,621	$1,089,177
2	JNJ	Johnson & Johnson	4,046	$1,027,562
3	NVS	Novartis AG	5,053	$791,906
4	LLY	ELI LILLY & Co This page	654	$784,427
5	AZN	Astrazeneca PLC	3,637	$689,647
6	ABBV	AbbVie Inc.	2,596	$653,257
7	BIIB	Biogen Inc.	1,599	$345,479
8	PFE	Pfizer Inc	13,732	$330,666

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,427	654	+19.6%	Shares	Sole	2026-08-06
2026-03-31	$503,114	547	+5.2%	Shares	Sole	2026-04-21
2025-12-31	$558,833	520	+15.6%	Shares	Sole	2026-02-02
2025-09-30	$343,350	450	-0.2%	Shares	Sole	2025-11-03
2025-06-30	$351,568	451	+1.3%	Shares	Sole	2025-07-17
2025-03-31	$367,529	445	+33.2%	Shares	Sole	2025-05-06
2024-12-31	$257,848	334	0.0%	Shares	Sole	2025-01-24
2024-09-30	$295,903	334	+0.3%	Shares	Sole	2024-10-16
2024-06-30	$301,491	333	+29.1%	Shares	Sole	2024-08-13
2024-03-31	$200,713	258	-50.5%	Shares	Sole	2024-04-15
2023-09-30	$279,844	521	0.0%	Shares	Sole	2023-11-01
2023-06-30	$244,338	521	-6.8%	Shares	Sole	2023-08-14
2022-12-31	$204,504	559	-75.8%	Shares	Sole	2023-02-14
2020-12-31	$389,513	2,307	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$333,045	2,250	-7.5%	Shares	Sole	2020-11-16
2020-06-30	$399,449	2,433	-8.7%	Shares	Sole	2020-08-14
2020-03-31	$369,688	2,665	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.