Root Financial Partners
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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
Q3 		$41.4K Buy
+1,849
New +$44.7K ﹤0.01% 1176
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Root Financial Partners's ELAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Elanco Animal Health (ELAN) in Q3 2026: 1,849 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ELAN as recently as Q1 2026.

Root Financial Partners first reported a position in ELAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.6K in Q1 2026. 423 funds tracked by Wall St. Rank hold ELAN as of Q3 2026.

  • Root Financial Partners held 1,849 shares of Elanco Animal Health worth $41.4K as of Q3 2026.
  • Elanco Animal Health was a new Root Financial Partners position in Q3 2026.
  • Elanco Animal Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1176 holding.
  • Root Financial Partners first reported a position in Elanco Animal Health in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Elanco Animal Health position peaked at $46.6K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.