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Institute for Wealth Management’s Elanco Animal Health ELAN Stock Holding History

Institute for Wealth 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
Q2 		$1M Sell
40,767
-21
-0.1% -$486 0.09% 200
2026
Q1 		$976K Sell
40,788
-222
-0.5% -$5.43K 0.1% 200
2025
Q4 		$928K Sell
41,010
-506
-1% -$11K 0.1% 207
2025
Q3 		$836K Sell
41,516
-2,800
-6% -$46.9K 0.09% 228
2025
Q2 		$633K Sell
44,316
-400
-0.9% -$4.67K 0.07% 265
2025
Q1 		$470K Buy
44,716
+9,200
+26% +$104K 0.06% 304
2024
Q4 		$430K Buy
35,516
+3,656
+11% +$47.8K 0.05% 314
2024
Q3 		$468K Sell
31,860
-795
-2% -$11.1K 0.06% 315
2024
Q2 		$471K Hold
32,655
– – 0.06% 293
2024
Q1 		$532K Buy
32,655
+600
+2% +$9.38K 0.07% 277
2023
Q4 		$478K Sell
32,055
-3,726
-10% -$42.2K 0.08% 279
2023
Q3 		$402K Hold
35,781
– – 0.07% 293
2023
Q2 		$360K Buy
35,781
+8,068
+29% +$74.9K 0.06% 324
2023
Q1 		$261K Buy
+27,713
New +$327K 0.05% 383

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

Institute for Wealth Management's ELAN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Elanco Animal Health (ELAN) stake by 0.05% in Q2 2026, selling an estimated $486 and leaving 40,767 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #200.

Institute for Wealth Management first reported a position in ELAN in Q1 2023 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • Institute for Wealth Management held 40,767 shares of Elanco Animal Health worth $1M as of Q2 2026.
  • Institute for Wealth Management sold 21 Elanco Animal Health shares in Q2 2026, an estimated $486.
  • Elanco Animal Health made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Institute for Wealth Management first reported a position in Elanco Animal Health in Q1 2023 and has held it in 14 quarters since.
  • 522 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.