Ken Fisher’s ELV Holdings & Trades

First Buy
Q4 2014
Duration Held
28 Quarters
Largest Add
Q4 2014
+3,314 Shares
Current Position
1,372 Shares
$443,526 Value

Ken Fisher's ELV Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,372 shares of Elevance Health, Inc. (ELV) worth $443,526, representing 0.00% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 28 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in ELV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1,372 shares. Largest reduction occurred in Q1 2016, reducing 3,374 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Elevance Health (ELV) Holding Value Over Time

Track share changes against reported price movement

Quarterly Elevance Health (ELV) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2014 +3,314 New Buy 3,314 $125.53
Q1 2015 +17 Add 0.51% 3,331 $154.31
Q2 2015 -17 Reduce 0.51% 3,314 $164.15
Q3 2015 +31 Add 0.94% 3,345 $139.91
Q4 2015 +29 Add 0.87% 3,374 $139.30
Q1 2016 -3,374 Sold Out 0 $0.00
Q3 2018 +1,070 New Buy 1,070 $273.83
Q4 2018 -1,070 Sold Out 0 $0.00
Q2 2019 +762 New Buy 762 $282.15
Q3 2019 +119 Add 15.62% 881 $240.64
Q4 2019 -881 Sold Out 0 $0.00
Q4 2020 +982 New Buy 982 $320.77
Q1 2021 -982 Sold Out 0 $0.00
Q4 2021 +488 New Buy 488 $463.11
Q1 2022 +121 Add 24.80% 609 $490.97
Q2 2022 -61 Reduce 10.02% 548 $483.58
Q3 2022 -548 Sold Out 0 $0.00
Q1 2023 +63 New Buy 63 $459.81
Q2 2023 +529 Add 839.68% 592 $444.88
Q3 2023 +152 Add 25.68% 744 $435.91
Q4 2023 +155 Add 20.83% 899 $471.66
Q1 2024 -122 Reduce 13.57% 777 $518.67
Q2 2024 +30 Add 3.86% 807 $542.23
Q3 2024 +31 Add 3.84% 838 $520.37
Q4 2024 -117 Reduce 13.96% 721 $369.27
Q1 2025 -150 Reduce 20.80% 571 $435.23
Q2 2025 -571 Sold Out 0 $0.00
Q3 2025 +1,372 New Buy 1,372 $323.27

Ken Fisher's Elevance Health Investment FAQs

Ken Fisher first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 3,314 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Elevance Health, Inc. (ELV) for 28 quarters since Q4 2014.

Ken Fisher's largest addition to Elevance Health, Inc. (ELV) was in Q4 2014, adding 3,314 shares worth $416,000.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,372 shares of Elevance Health, Inc. (ELV), valued at approximately $443,526.

As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Elevance Health, Inc. (ELV) was 3,374 shares, as reported at the end of Q4 2015.