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Heartwood Wealth Advisors’s Elanco Animal Health ELAN Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-34
Closed -$685 – 325
2025
Q3 		$685 Buy
+34
New +$570 ﹤0.01% 575

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Primecap Management
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's ELAN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Elanco Animal Health (ELAN) in Q4 2025, closing a stake of 34 shares — an estimated $685 sold.

Heartwood Wealth Advisors first reported a position in ELAN in Q3 2025 and held it in 1 quarter. The position peaked at $685 in Q3 2025. 486 funds tracked by Wall St. Rank hold ELAN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Elanco Animal Health position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 34 Elanco Animal Health shares in Q4 2025, an estimated $685.
  • Heartwood Wealth Advisors first reported a position in Elanco Animal Health in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Elanco Animal Health position peaked at $685 in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Elanco Animal Health as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.