BWM
ELAN icon

BAM Wealth Management’s Elanco Animal Health ELAN Stock Holding History

BAM Wealth Management’s Portfolio ELAN Stock Details ELAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Buy
17,160
+5,132
+43% +$119K 0.26% 106
2026
Q1 		$288K Sell
12,028
-2,404
-17% -$58.8K 0.22% 121
2025
Q4 		$327K Buy
+14,432
New +$314K 0.24% 102

Other funds holding ELAN

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BAM Wealth Management's ELAN Position: Q2 2026 in Review

BAM Wealth Management increased its Elanco Animal Health (ELAN) stake by 43% in Q2 2026, buying an estimated $119K and bringing the position to 17,160 shares worth $422K. The position accounts for 0.26% of the portfolio, ranked #106.

BAM Wealth Management first reported a position in ELAN in Q4 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • BAM Wealth Management held 17,160 shares of Elanco Animal Health worth $422K as of Q2 2026.
  • BAM Wealth Management bought 5,132 Elanco Animal Health shares in Q2 2026, an estimated $119K.
  • Elanco Animal Health made up 0.26% of BAM Wealth Management's portfolio in Q2 2026, its #106 holding.
  • BAM Wealth Management first reported a position in Elanco Animal Health in Q4 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.