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  Automatic Data Processing, Inc. (ADP)
← All ADP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,591 0.25 Buy 0.25 $188.16–227.43 · VW $212.48i $2,761,419 SEC
2025   Q1 0 0.00 Sell 100.00% 0.03 $272.62–327.99 · VW $308.71i SEC
2024   Q4 1,090 0.03 Buy 0.03 $285.48–316.46 · VW $305.71i $319,076 SEC
2013   Q3 0 0.00 Sell 100.00% 0.13 $61.25–73.59 · VW $68.36i SEC
2013   Q2 15,525 0.13 Reduce 2.04% <0.01 $58.96–64.82 · VW $62.09i $939,000 SEC
2013   Q1 15,849 0.13 Reduce 0.89% <0.01 $53.28–63.21 · VW $58.94i $905,000 SEC
2012   Q4 15,992 0.13 Add 2.38% <0.01 $49.16–54.28 · VW $52.44i $799,000 SEC
2012   Q3 15,621 0.12 Reduce 14.36% 0.02 $47.43–52.64 · VW $49.96i $805,000 SEC
2012   Q2 18,241 0.13 Add 5.60% <0.01 $44.68–51.62 · VW $49.10i $891,000 SEC
2012   Q1 17,273 0.11 Add 17.70% 0.02 $45.38–49.33 · VW $46.83i $837,000 SEC
2011   Q4 14,676 0.10 Add 10.65% <0.01 $44.73–50.13 · VW $47.52i $696,000 SEC
2011   Q3 13,264 0.08 Add 13.34% <0.01 $40.25–46.63 · VW $43.91i $549,000 SEC
2011   Q2 11,703 0.06 Add 23.05% 0.01 $39.26–48.38 · VW $43.85i $541,000 SEC
2011   Q1 9,511 0.05 Add 34.58% 0.01 $42.26–48.39 · VW $46.34i $428,000 SEC
2010   Q4 7,067 0.04 Buy 0.04 $39.61–43.92 · VW $42.48i $287,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.06 $31.98–37.52 · VW $34.91i SEC
2003   Q4 17,461 0.06 Reduce 9.83% <0.01 $30.16–35.43 · VW $33.09i $549,000 SEC
2003   Q3 19,365 0.08 Reduce 1.42% <0.01 $28.26–32.28 · VW $30.29i $551,000 SEC
2003   Q2 19,643 0.08 Reduce 32.09% 0.04 $26.53–31.72 · VW $29.97i $527,000 SEC
2003   Q1 28,923 0.14 Buy 0.14 $21.60–27.85 · VW $25.71i $706,000 SEC
2002   Q3 0 0.00 Sell 100.00% 0.04 $26.77–36.45 · VW $32.57i SEC
2002   Q2 6,598 0.04 Reduce 10.29% <0.01 $24.70–41.98 · VW $32.21i $228,000 SEC
2002   Q1 7,355 0.05 Reduce 32.44% 0.03 $39.41–46.67 · VW $42.42i $340,000 SEC
2001   Q4 10,886 0.08 Buy 0.08 $40.45–47.88 · VW $43.38i $508,000 SEC
Price snapshot:
Current price$251.05
Avg. buy price$203.18
+/- since buy23.56%
52-week low$186.74
52-week high$307.44