Forum Financial Management’s Elanco Animal Health ELAN Stock Holding History

Forum Financial 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	–	Sell	-22,016	Closed	-$498K	–	537
2025 Q4	$498K	Buy	22,016 +177	+0.8%	+$3.85K	0.01%	473
2025 Q3	$440K	Buy	21,839 +8,760	+67%	+$147K	0.01%	521
2025 Q2	$187K	Sell	13,079 -860	-6%	-$10.1K	﹤0.01%	916
2025 Q1	$146K	Sell	13,939 -2,129	-13%	-$24.1K	﹤0.01%	836
2024 Q4	$195K	Buy	16,068 +2,977	+23%	+$39K	﹤0.01%	855
2024 Q3	$192K	Sell	13,091 -8	-0.1%	-$111	﹤0.01%	730
2024 Q2	$189K	Buy	13,099 +20	+0.2%	+$320	﹤0.01%	679
2024 Q1	$213K	Hold	13,079	–	–	﹤0.01%	678
2023 Q4	$195K	Buy	+13,079	New	+$148K	﹤0.01%	653
2022 Q3	–	Sell	-10,208	Closed	-$200K	–	564
2022 Q2	$200K	Buy	+10,208	New	+$242K	0.01%	528
2022 Q1	–	Sell	-10,613	Closed	-$301K	–	631
2021 Q4	$301K	Buy	+10,613	New	+$330K	0.02%	423

Other funds holding ELAN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Forum Financial Management's ELAN Position: Q1 2026 in Review

Forum Financial Management sold out of Elanco Animal Health (ELAN) in Q1 2026, closing a stake of 22,016 shares — an estimated $498K sold.

Forum Financial Management first reported a position in ELAN in Q4 2021 and held it in 11 quarters. The position peaked at $498K in Q4 2025. 519 funds tracked by Wall St. Rank hold ELAN as of Q1 2026.

Forum Financial Management reported no remaining Elanco Animal Health position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 22,016 Elanco Animal Health shares in Q1 2026, an estimated $498K.
Forum Financial Management first reported a position in Elanco Animal Health in Q4 2021 and held it in 11 quarters.
Forum Financial Management's Elanco Animal Health position peaked at $498K in Q4 2025.
519 funds tracked by Wall St. Rank held Elanco Animal Health as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.