Ken Fisher’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $541K | Buy |
1,846
+556
| +43% | +$183K | ﹤0.01% | 775 |
|
|
2025
Q4 | $452K | Sell |
1,290
-82
| -6% | -$27.7K | ﹤0.01% | 796 |
|
|
2025
Q3 | $444K | Buy |
+1,372
| New | +$427K | ﹤0.01% | 795 |
|
|
2025
Q2 | – | Sell |
-571
| Closed | -$249K | – | 1015 |
|
|
2025
Q1 | $249K | Sell |
571
-150
| -21% | -$60.2K | ﹤0.01% | 934 |
|
|
2024
Q4 | $266K | Sell |
721
-117
| -14% | -$49K | ﹤0.01% | 893 |
|
|
2024
Q3 | $436K | Buy |
838
+31
| +4% | +$16.6K | ﹤0.01% | 778 |
|
|
2024
Q2 | $438K | Buy |
807
+30
| +4% | +$15.9K | ﹤0.01% | 811 |
|
|
2024
Q1 | $403K | Sell |
777
-122
| -14% | -$60.7K | ﹤0.01% | 809 |
|
|
2023
Q4 | $424K | Buy |
899
+155
| +21% | +$71.7K | ﹤0.01% | 802 |
|
|
2023
Q3 | $324K | Buy |
744
+152
| +26% | +$68.9K | ﹤0.01% | 921 |
|
|
2023
Q2 | $263K | Buy |
592
+529
| +840% | +$244K | ﹤0.01% | 974 |
|
|
2023
Q1 | $29K | Buy |
+63
| New | +$30K | ﹤0.01% | 1026 |
|
|
2022
Q3 | – | Sell |
-548
| Closed | -$265K | – | 952 |
|
|
2022
Q2 | $265K | Sell |
548
-61
| -10% | -$30.2K | ﹤0.01% | 822 |
|
|
2022
Q1 | $299K | Buy |
609
+121
| +25% | +$55.3K | ﹤0.01% | 815 |
|
|
2021
Q4 | $226K | Buy |
+488
| New | +$205K | ﹤0.01% | 901 |
|
|
2021
Q1 | – | Sell |
-982
| Closed | -$315K | – | 930 |
|
|
2020
Q4 | $315K | Buy |
+982
| New | +$301K | ﹤0.01% | 783 |
|
|
2019
Q4 | – | Sell |
-881
| Closed | -$212K | – | 837 |
|
|
2019
Q3 | $212K | Buy |
881
+119
| +16% | +$32.6K | ﹤0.01% | 783 |
|
|
2019
Q2 | $215K | Buy |
+762
| New | +$208K | ﹤0.01% | 789 |
|
|
2018
Q4 | – | Sell |
-1,070
| Closed | -$293K | – | 816 |
|
|
2018
Q3 | $293K | Buy |
+1,070
| New | +$278K | ﹤0.01% | 714 |
|
|
2016
Q1 | – | Sell |
-3,374
| Closed | -$470K | – | 708 |
|
|
2015
Q4 | $470K | Buy |
3,374
+29
| +0.9% | +$4K | ﹤0.01% | 579 |
|
|
2015
Q3 | $468K | Buy |
3,345
+31
| +0.9% | +$4.66K | ﹤0.01% | 554 |
|
|
2015
Q2 | $544K | Sell |
3,314
-17
| -0.5% | -$2.72K | ﹤0.01% | 446 |
|
|
2015
Q1 | $514K | Buy |
3,331
+17
| +0.5% | +$2.42K | ﹤0.01% | 444 |
|
|
2014
Q4 | $416K | Buy |
+3,314
| New | +$410K | ﹤0.01% | 466 |
|
Other funds holding ELV
VCM
VPM
Ken Fisher's ELV Position: Q1 2026 in Review
Ken Fisher increased its Elevance Health (ELV) stake by 43% in Q1 2026, buying an estimated $183K and bringing the position to 1,846 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #775.
Ken Fisher first reported a position in ELV in Q4 2014 and has held it in 24 quarters since. The position peaked at $544K in Q2 2015. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Ken Fisher held 1,846 shares of Elevance Health worth $541K as of Q1 2026.
- Ken Fisher bought 556 Elevance Health shares in Q1 2026, an estimated $183K.
- Elevance Health made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #775 holding.
- Ken Fisher first reported a position in Elevance Health in Q4 2014 and has held it in 24 quarters since.
- Ken Fisher's Elevance Health position peaked at $544K in Q2 2015.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.