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United Financial Planning Group’s Elanco Animal Health ELAN Stock Holding History

United Financial Planning Group’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 		$6.79K Hold
276
– – ﹤0.01% 320
2026
Q1 		$6.61K Buy
+276
New +$6.75K ﹤0.01% 273

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 $3.37T AUM 44.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

United Financial Planning Group's ELAN Position: Q2 2026 in Review

United Financial Planning Group held its Elanco Animal Health (ELAN) position steady in Q2 2026 at 276 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

United Financial Planning Group first reported a position in ELAN in Q1 2026 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold ELAN as of Q2 2026.

  • United Financial Planning Group held 276 shares of Elanco Animal Health worth $6.79K as of Q2 2026.
  • United Financial Planning Group left its Elanco Animal Health share count unchanged in Q2 2026.
  • Elanco Animal Health made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #320 holding.
  • United Financial Planning Group first reported a position in Elanco Animal Health in Q1 2026 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.