Ken Fisher's ELV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.4K 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 44 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 801 shares. Largest reduction occurred in Q3 2018, reducing 2.3K 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
| Period | 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 | 3,374 | $0.00 |
| Q3 2018 | +1,070 | New Buy | 1,070 | $273.83 |
| Q4 2018 | -1,070 | Sold Out | 1,070 | $0.00 |
| Q2 2019 | +762 | New Buy | 762 | $282.15 |
| Q3 2019 | +119 | Add 15.62% | 881 | $240.64 |
| Q4 2019 | -881 | Sold Out | 881 | $0.00 |
| Q4 2020 | +982 | New Buy | 982 | $320.77 |
| Q1 2021 | -982 | Sold Out | 982 | $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 | 548 | $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 | 571 | $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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Elevance Health, Inc. (ELV) was in Q4 2014, adding 3,314 shares worth $416,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Elevance Health, Inc. (ELV) was 3,374 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.