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Ken Fisher

Fisher Asset Management, LLC

Ken Fisher, the son of legendary investor Philip Fisher, founded Fisher Investments. He wrote the “Portfolio Strategy” column for Forbes for over 20 years, making him one of the longest-serving contributing columnists in the magazine's history.

Shares Held
Asset Size
% Top 10
1037
$335.83B
35.61%
Latest2026Q2
Top BuysCSCO (US)
Top SellsLYG (US)

Latest Changes

Indicators
Latest (2026Q2)
Previous (2026Q1)
Change
Mkt Value (report date)
335.83B
294.89B
+13.88%
Shares Held
1037
1016
+2.07%
Buys
389
415
-6.27%
Sells
493
460
+7.17%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
5.42%
+2.38M
$18.20B
$18.18B
90.94M
2026-06-30
4.96%
+1.18M
$16.67B
$16.66B
57.61M
2026-06-30
4.53%
+13.92M
$15.22B
$15.07B
160.96M
2026-06-30
4.26%
+939.28K
$14.29B
$14.28B
39.99M
2026-06-30
3.15%
+166.57K
$10.59B
$10.57B
9.94M
2026-06-30
2.96%
+670.13K
$9.93B
$9.91B
26.61M
2026-06-30
2.81%
+137.10K
$9.43B
$9.41B
4.74M
2026-06-30
2.68%
+248.51K
$9.01B
$8.99B
18.87M
2026-06-30
2.48%
+792.98K
$8.34B
$8.34B
34.98M
2026-06-30
2.36%
+6.50M
$7.91B
$7.81B
95.70M
2026-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Sell
-132.00M
-86.00%
21.50M
$125.37M
2026-06-30
Sell
-43.85M
-88.20%
5.85M
$183.71M
2026-06-30
Sell
-43.36M
-96.30%
1.67M
$65.77M
2026-06-30
Sell
-38.74M
-91.20%
3.75M
$66.04M
2026-06-30
Sell
-18.15M
-61.10%
11.57M
$289.83M
2026-06-30
Buy
+16.11M
+93.10%
33.41M
$3.92B
2026-06-30
Sell
-14.32M
-79.20%
3.77M
$202.19M
2026-06-30
Sell
-14.28M
-93.80%
940.14K
$97.74M
2026-06-30
Buy
+13.92M
+9.50%
160.96M
$15.22B
2026-06-30
Buy
+12.08M
+45.70%
38.52M
$4.95B
2026-06-30

Holding Performance

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