EWA
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EverSource Wealth Advisors’s Elanco Animal Health ELAN Stock Holding History

EverSource Wealth Advisors’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 		$142K Sell
5,767
-3,648
-39% -$84.3K ﹤0.01% 1200
2026
Q1 		$225K Buy
9,415
+3,215
+52% +$78.6K 0.01% 987
2025
Q4 		$140K Sell
6,200
-362
-6% -$7.88K 0.01% 1141
2025
Q3 		$132K Buy
6,562
+183
+3% +$3.07K 0.01% 1120
2025
Q2 		$91.1K Buy
6,379
+1,332
+26% +$15.6K ﹤0.01% 1262
2025
Q1 		$53K Buy
5,047
+544
+12% +$6.15K ﹤0.01% 1209
2024
Q4 		$54.5K Buy
4,503
+25
+0.6% +$327 ﹤0.01% 1152
2024
Q3 		$65.8K Sell
4,478
-1,953
-30% -$27.2K ﹤0.01% 947
2024
Q2 		$83.9K Buy
6,431
+203
+3% +$3.24K 0.01% 873
2024
Q1 		$82K Sell
6,228
-81
-1% -$1.27K 0.01% 788
2023
Q4 		$94K Sell
6,309
-1,191
-16% -$13.5K 0.01% 663
2023
Q3 		$84.3K Sell
7,500
-37
-0.5% -$430 0.01% 632
2023
Q2 		$75.8K Buy
7,537
+3,005
+66% +$27.9K 0.01% 680
2023
Q1 		$42.6K Buy
4,532
+303
+7% +$3.57K 0.01% 841
2022
Q4 		$51.7K Buy
4,229
+3,350
+381% +$41.8K 0.01% 752
2022
Q3 		$10K Sell
879
-15,472
-95% -$270K ﹤0.01% 1132
2022
Q2 		$321K Buy
16,351
+260
+2% +$6.15K 0.08% 202
2022
Q1 		$420K Buy
16,091
+8,708
+118% +$232K 0.11% 172
2021
Q4 		$210K Buy
+7,383
New +$230K 0.06% 219

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

EverSource Wealth Advisors's ELAN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Elanco Animal Health (ELAN) stake by 39% in Q2 2026, selling an estimated $84.3K and leaving 5,767 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

EverSource Wealth Advisors first reported a position in ELAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $420K in Q1 2022. 523 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • EverSource Wealth Advisors held 5,767 shares of Elanco Animal Health worth $142K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,648 Elanco Animal Health shares in Q2 2026, an estimated $84.3K.
  • Elanco Animal Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1200 holding.
  • EverSource Wealth Advisors first reported a position in Elanco Animal Health in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Elanco Animal Health position peaked at $420K in Q1 2022.
  • 523 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.