Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Elanco Animal Health ELAN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$244K Buy
10,178
+355
+4% +$8.68K ﹤0.01% 2557
2025
Q4 		$222K Buy
9,823
+101
+1% +$2.2K ﹤0.01% 2485
2025
Q3 		$196K Sell
9,722
-1,121
-10% -$18.8K ﹤0.01% 2459
2025
Q2 		$155K Sell
10,843
-2,320
-18% -$27.1K ﹤0.01% 2383
2025
Q1 		$138K Buy
13,163
+306
+2% +$3.46K ﹤0.01% 2162
2024
Q4 		$156K Buy
12,857
+556
+5% +$7.28K ﹤0.01% 1990
2024
Q3 		$181K Sell
12,301
-997
-7% -$13.9K ﹤0.01% 1806
2024
Q2 		$192K Buy
13,298
+187
+1% +$2.99K ﹤0.01% 1607
2024
Q1 		$213K Buy
13,111
+549
+4% +$8.58K ﹤0.01% 1493
2023
Q4 		$187K Sell
12,562
-428
-3% -$4.85K ﹤0.01% 1447
2023
Q3 		$146K Buy
12,990
+2,122
+20% +$24.6K ﹤0.01% 1437
2023
Q2 		$109K Buy
10,868
+2,769
+34% +$25.7K ﹤0.01% 1522
2023
Q1 		$76K Buy
8,099
+6,894
+572% +$81.3K ﹤0.01% 1629
2022
Q4 		$15K Sell
1,205
-1,960
-62% -$24.4K ﹤0.01% 2550
2022
Q3 		$39K Sell
3,165
-30,570
-91% -$534K ﹤0.01% 1783
2022
Q2 		$662K Sell
33,735
-4,103
-11% -$97.1K 0.01% 668
2022
Q1 		$987K Sell
37,838
-4,678
-11% -$125K 0.01% 562
2021
Q4 		$1.21M Buy
+42,516
New +$1.32M 0.01% 540
2021
Q2 		$1.59M Hold
45,859
– – 0.01% 488
2021
Q1 		$1.59M Hold
45,859
– – 0.01% 488
2020
Q4 		$1.59M Hold
45,859
– – 0.01% 488
2020
Q3 		$1.59M Hold
45,859
– – 0.01% 488
2020
Q2 		$1.59M Hold
45,859
– – 0.01% 488
2020
Q1 		$1.59M Hold
45,859
– – 0.01% 488
2019
Q4 		$1.59M Hold
45,859
– – 0.01% 488
2019
Q3 		$1.59M Hold
45,859
– – 0.01% 488
2019
Q2 		$1.59M Hold
45,859
– – 0.01% 488
2019
Q1 		$1.59M Buy
45,859
+45,846
+352,662% +$1.41M 0.01% 488
2018
Q4 		$0 Buy
+13
New +$426 ﹤0.01% 2123

Other funds holding ELAN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ELAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Elanco Animal Health (ELAN) stake by 3.6% in Q1 2026, buying an estimated $8.68K and bringing the position to 10,178 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Carson Wealth (CWM LLC) first reported a position in ELAN in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.59M in Q2 2021. 518 funds tracked by Wall St. Rank hold ELAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,178 shares of Elanco Animal Health worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 355 Elanco Animal Health shares in Q1 2026, an estimated $8.68K.
  • Elanco Animal Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2557 holding.
  • Carson Wealth (CWM LLC) first reported a position in Elanco Animal Health in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Elanco Animal Health position peaked at $1.59M in Q2 2021.
  • 518 funds tracked by Wall St. Rank held Elanco Animal Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.