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Petros Family Wealth’s Elanco Animal Health ELAN Stock Holding History

Petros Family Wealth’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
Q3 		– Sell
-10,460
Closed -$149K – 141
2025
Q2 		$149K Buy
+10,460
New +$122K 0.14% 127

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Petros Family Wealth's ELAN Position: Q3 2025 in Review

Petros Family Wealth sold out of Elanco Animal Health (ELAN) in Q3 2025, closing a stake of 10,460 shares — an estimated $149K sold.

Petros Family Wealth first reported a position in ELAN in Q2 2025 and held it in 1 quarter. The position peaked at $149K in Q2 2025. 409 funds tracked by Wall St. Rank hold ELAN as of Q3 2025.

  • Petros Family Wealth reported no remaining Elanco Animal Health position as of Q3 2025 after selling out during the quarter.
  • Petros Family Wealth sold 10,460 Elanco Animal Health shares in Q3 2025, an estimated $149K.
  • Petros Family Wealth first reported a position in Elanco Animal Health in Q2 2025 and held it in 1 quarter.
  • Petros Family Wealth's Elanco Animal Health position peaked at $149K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2025.

Based on Petros Family Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.