David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Analog Devices, Inc. (ADI)
← All ADI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 2.95 $34.25–40.60 · VW $37.07i SEC
2011   Q4 574,991 2.95 Reduce 6.49% 0.19 $33.38–40.83 · VW $37.81i $20,573,000 SEC
2011   Q3 614,891 2.87 Add 2.48% 0.07 $30.65–37.75 · VW $34.42i $19,215,000 SEC
2011   Q2 600,036 2.75 Reduce 1.48% 0.04 $29.23–41.07 · VW $34.44i $23,485,000 SEC
2011   Q1 609,080 2.81 Reduce 6.77% 0.21 $36.29–43.28 · VW $40.25i $23,986,000 SEC
2010   Q4 653,322 3.11 Reduce 4.74% 0.15 $35.92–41.66 · VW $39.15i $24,611,000 SEC
2010   Q3 685,804 3.12 Reduce 22.57% 0.72 $27.45–36.49 · VW $33.17i $21,521,000 SEC
2010   Q2 885,715 3.19 Reduce 1.69% 0.05 $27.25–31.37 · VW $28.83i $24,676,000 SEC
2010   Q1 900,937 2.96 Reduce 5.03% 0.16 $26.28–31.50 · VW $28.98i $25,965,000 SEC
2009   Q4 948,670 3.24 Add 1.44% 0.05 $26.38–32.19 · VW $29.27i $29,959,000 SEC
2009   Q3 935,190 2.92 Reduce 2.89% 0.09 $25.26–30.15 · VW $28.47i $25,793,000 SEC
2009   Q2 963,012 3.20 Add 0.35% 0.01 $23.21–29.22 · VW $26.89i $23,863,000 SEC
2009   Q1 959,607 2.90 Reduce 17.24% 0.50 $17.82–24.49 · VW $22.24i $18,492,000 SEC
2008   Q4 1,159,437 2.89 Reduce 1.06% 0.03 $15.29–22.53 · VW $18.82i $22,052,000 SEC
2008   Q3 1,171,878 3.03 Add 0.11% <0.01 $16.23–30.68 · VW $21.34i $30,879,000 SEC
2008   Q2 1,170,593 3.94 Reduce 3.46% 0.10 $27.71–36.28 · VW $30.65i $37,190,000 SEC
2008   Q1 1,212,523 2.94 Add 9.76% 0.26 $26.54–36.35 · VW $32.67i $35,794,000 SEC
2007   Q4 1,104,710 2.54 Add 77.97% 1.11 $26.15–32.64 · VW $28.57i $35,019,000 SEC
2007   Q3 620,725 1.48 Add 33.12% 0.37 $30.19–38.06 · VW $33.01i $22,445,000 SEC
2007   Q2 466,306 1.13 Add 6.42% 0.07 $35.11–39.91 · VW $37.30i $17,552,000 SEC
2007   Q1 438,186 1.08 Add 251.78% 0.78 $34.10–41.10 · VW $37.14i $15,113,000 SEC
2006   Q4 124,563 0.28 Buy 0.28 $32.07–37.17 · VW $35.18i $4,094,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.08 $42.63–103.00 · VW $65.08i SEC
2000   Q2 2,632 0.08 Reduce 39.24% 0.05 $56.06–102.88 · VW $86.31i $200,000 SEC
2000   Q1 4,332 0.13 $80.56 $349,000 SEC
1999   Q4 4,332 0.07 Buy 0.07 $29.38–83.66 · VW $63.89i $201,000 SEC
Price snapshot:
Current price$386.01
52-week low$215.48
52-week high$445.91