SOA Wealth Advisors
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SOA Wealth Advisors’s Elanco Animal Health ELAN Stock Holding History

SOA Wealth Advisors’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 		– Sell
-203
Closed -$5K – 862
2026
Q2 		$5K Buy
+203
New +$4.69K ﹤0.01% 697

Other funds holding ELAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SOA Wealth Advisors's ELAN Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Elanco Animal Health (ELAN) in Q3 2026, closing a stake of 203 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in ELAN in Q2 2026 and held it in 1 quarter. The position peaked at $5K in Q2 2026. 357 funds tracked by Wall St. Rank hold ELAN as of Q3 2026.

  • SOA Wealth Advisors reported no remaining Elanco Animal Health position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 203 Elanco Animal Health shares in Q3 2026, an estimated $5K.
  • SOA Wealth Advisors first reported a position in Elanco Animal Health in Q2 2026 and held it in 1 quarter.
  • SOA Wealth Advisors's Elanco Animal Health position peaked at $5K in Q2 2026.
  • 357 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.