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Whalen Wealth Management’s Elanco Animal Health ELAN Stock Holding History

Whalen Wealth Management’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
-21,814
Closed -$537K – 220
2026
Q2 		$537K Buy
21,814
+4,705
+28% +$109K 0.24% 100
2026
Q1 		$409K Sell
17,109
-4,373
-20% -$107K 0.22% 116
2025
Q4 		$486K Buy
+21,482
New +$468K 0.26% 102

Other funds holding ELAN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's ELAN Position: Q3 2026 in Review

Whalen Wealth Management sold out of Elanco Animal Health (ELAN) in Q3 2026, closing a stake of 21,814 shares — an estimated $537K sold.

Whalen Wealth Management first reported a position in ELAN in Q4 2025 and held it in 3 quarters. The position peaked at $537K in Q2 2026. 20 funds tracked by Wall St. Rank hold ELAN as of Q3 2026.

  • Whalen Wealth Management reported no remaining Elanco Animal Health position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 21,814 Elanco Animal Health shares in Q3 2026, an estimated $537K.
  • Whalen Wealth Management first reported a position in Elanco Animal Health in Q4 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Elanco Animal Health position peaked at $537K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.