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Peak Retirement Planning’s Elanco Animal Health ELAN Stock Holding History

Peak Retirement Planning’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 		$4.72M Buy
191,897
+57,289
+43% +$1.32M 0.75% 37
2026
Q1 		$3.22M Buy
134,608
+12,838
+11% +$314K 0.64% 38
2025
Q4 		$2.76M Buy
+121,770
New +$2.65M 0.65% 42

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 $3.38T AUM 44.17% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Peak Retirement Planning's ELAN Position: Q2 2026 in Review

Peak Retirement Planning increased its Elanco Animal Health (ELAN) stake by 43% in Q2 2026, buying an estimated $1.32M and bringing the position to 191,897 shares worth $4.72M. The position accounts for 0.75% of the portfolio, ranked #37.

Peak Retirement Planning first reported a position in ELAN in Q4 2025 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • Peak Retirement Planning held 191,897 shares of Elanco Animal Health worth $4.72M as of Q2 2026.
  • Peak Retirement Planning bought 57,289 Elanco Animal Health shares in Q2 2026, an estimated $1.32M.
  • Elanco Animal Health made up 0.75% of Peak Retirement Planning's portfolio in Q2 2026, its #37 holding.
  • Peak Retirement Planning first reported a position in Elanco Animal Health in Q4 2025 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.