Creative Planning
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Creative Planning’s Elanco Animal Health ELAN Stock Holding History

Creative Planning’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 		$2.86M Buy
119,482
+17,407
+17% +$426K ﹤0.01% 1612
2025
Q4 		$2.31M Buy
102,075
+19,351
+23% +$421K ﹤0.01% 1612
2025
Q3 		$1.67M Buy
82,724
+14,000
+20% +$235K ﹤0.01% 1680
2025
Q2 		$981K Buy
68,724
+36,794
+115% +$430K ﹤0.01% 1859
2025
Q1 		$335K Sell
31,930
-1,034
-3% -$11.7K ﹤0.01% 2653
2024
Q4 		$399K Sell
32,964
-16,482
-33% -$216K ﹤0.01% 2438
2024
Q3 		$726K Sell
49,446
-2,731
-5% -$38.1K ﹤0.01% 1784
2024
Q2 		$753K Buy
52,177
+3,801
+8% +$60.7K ﹤0.01% 1623
2024
Q1 		$788K Buy
48,376
+1,260
+3% +$19.7K ﹤0.01% 1517
2023
Q4 		$702K Sell
47,116
-3,344
-7% -$37.9K ﹤0.01% 1468
2023
Q3 		$567K Sell
50,460
-1,031
-2% -$12K ﹤0.01% 1483
2023
Q2 		$518K Buy
51,491
+15,166
+42% +$141K ﹤0.01% 1528
2023
Q1 		$341K Buy
36,325
+3,882
+12% +$45.8K ﹤0.01% 1718
2022
Q4 		$396K Buy
32,443
+4,047
+14% +$50.4K ﹤0.01% 1549
2022
Q3 		$352K Buy
28,396
+3,592
+14% +$62.8K ﹤0.01% 1542
2022
Q2 		$487K Buy
24,804
+516
+2% +$12.2K ﹤0.01% 1333
2022
Q1 		$634K Sell
24,288
-2,159
-8% -$57.5K ﹤0.01% 1212
2021
Q4 		$751K Sell
26,447
-8,644
-25% -$269K ﹤0.01% 1089
2021
Q3 		$1.12M Buy
35,091
+2,302
+7% +$77.2K ﹤0.01% 893
2021
Q2 		$1.14M Sell
32,789
-2,558
-7% -$84.4K ﹤0.01% 884
2021
Q1 		$1.04M Buy
35,347
+333
+1% +$10.2K ﹤0.01% 1007
2020
Q4 		$1.07M Buy
+35,014
New +$1.07M ﹤0.01% 913

Other funds holding ELAN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Creative Planning's ELAN Position: Q1 2026 in Review

Creative Planning increased its Elanco Animal Health (ELAN) stake by 17% in Q1 2026, buying an estimated $426K and bringing the position to 119,482 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Creative Planning first reported a position in ELAN in Q4 2020 and has held it in 22 quarters since. 515 funds tracked by Wall St. Rank hold ELAN as of Q1 2026.

  • Creative Planning held 119,482 shares of Elanco Animal Health worth $2.86M as of Q1 2026.
  • Creative Planning bought 17,407 Elanco Animal Health shares in Q1 2026, an estimated $426K.
  • Elanco Animal Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1612 holding.
  • Creative Planning first reported a position in Elanco Animal Health in Q4 2020 and has held it in 22 quarters since.
  • 515 funds tracked by Wall St. Rank held Elanco Animal Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.