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.
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
309.72B
282.50B
+9.63%
Shares Held
2118
2435
-13.02%
Buys
512
476
+7.56%
Sells
467
514
-9.14%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Sony Financial Group Ord Shs (JP)
8729
Sell
-7.18M
-96.00%
297.80K
$305.03K
2026-02-28
Mitsubishi UFJ Financial Group Ord Shs (JP)
8306
Buy
+1.01M
+10.30%
8.77M
$166.69M
2026-02-28
Unicredit Ord Shs (IT)
CRDI
Sell
-890.24K
-55.90%
701.97K
$59.96M
2026-02-28
4
Fanuc Ord Shs (JP)
6954
Buy
+732.50K
+21.50%
2.66M
$121.30M
2026-02-28
5
Novartis Ord Shs (CH)
NOVN
Buy
+688.45K
+29.40%
1.65M
$278.20M
2026-02-28
6
Tokyo Electron Ord Shs (JP)
8035
Buy
+385.10K
+48.70%
405.50K
$114.32M
2026-02-28
7
ABB Ord Shs (CH)
ABBN
Sell
-339.04K
-9.80%
3.11M
$290.28M
2026-02-28
8
IMI Ord Shs (GB)
IMI
Sell
-12.29K
-6.40%
177.66K
$6.90M
2026-02-27
9
Experian Ord Shs (GB)
EXPN
Exit
-743.60K
-100.00%
0.00
$0.00
2026-01-31
