Nvest Wealth Strategies, Inc.

Position in LLY — ELI LILLY & Co

CIK 2106942 POWELL, OH

Position in LLY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$46,777

-$4,730 QoQ

Shares Held

-30.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#4,533

of 4,605 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $182,342 across 7 Drug Manufacturers - General names. LLY ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	274	$69,587
2	ABBV	AbbVie Inc.	227	$57,122
3	LLY	ELI LILLY & Co This page	39	$46,777
4	BIIB	Biogen Inc.	22	$4,753
5	GSK	GSK plc	48	$2,516
6	MRK	Merck & Co., Inc.	9	$1,156
7	NVO	Novo Nordisk A S	9	$431

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,777	39	-30.4%	Shares	Sole	2026-07-10
2026-03-31	$51,507	56	0.0%	Shares	Sole	2026-04-13
2025-12-31	$60,182	56	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.