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Root Financial Partners’s Elanco Animal Health ELAN Stock Holding History

Root Financial Partners’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 		– Sell
-1,948
Closed -$46.6K – 1223
2026
Q1 		$46.6K Buy
1,948
+189
+11% +$4.62K ﹤0.01% 900
2025
Q4 		$39.8K Buy
1,759
+592
+51% +$12.9K ﹤0.01% 813
2025
Q3 		$23.5K Buy
+1,167
New +$19.6K ﹤0.01% 1032

Other funds holding ELAN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's ELAN Position: Q2 2026 in Review

Root Financial Partners sold out of Elanco Animal Health (ELAN) in Q2 2026, closing a stake of 1,948 shares — an estimated $46.6K sold.

Root Financial Partners first reported a position in ELAN in Q3 2025 and held it in 3 quarters. The position peaked at $46.6K in Q1 2026. 148 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • Root Financial Partners reported no remaining Elanco Animal Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,948 Elanco Animal Health shares in Q2 2026, an estimated $46.6K.
  • Root Financial Partners first reported a position in Elanco Animal Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Elanco Animal Health position peaked at $46.6K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.