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Evergreen Capital Management’s Elanco Animal Health ELAN Stock Holding History

Evergreen Capital 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
Q1 		$396K Buy
16,554
+2,576
+18% +$63K 0.01% 931
2025
Q4 		$316K Buy
13,978
+1,676
+14% +$36.5K 0.01% 1000
2025
Q3 		$248K Buy
+12,302
New +$206K 0.01% 1109

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

Evergreen Capital Management's ELAN Position: Q1 2026 in Review

Evergreen Capital Management increased its Elanco Animal Health (ELAN) stake by 18% in Q1 2026, buying an estimated $63K and bringing the position to 16,554 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #931.

Evergreen Capital Management first reported a position in ELAN in Q3 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold ELAN as of Q1 2026.

  • Evergreen Capital Management held 16,554 shares of Elanco Animal Health worth $396K as of Q1 2026.
  • Evergreen Capital Management bought 2,576 Elanco Animal Health shares in Q1 2026, an estimated $63K.
  • Elanco Animal Health made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #931 holding.
  • Evergreen Capital Management first reported a position in Elanco Animal Health in Q3 2025 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held Elanco Animal Health as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.