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  BlackRock, Inc. (BLK)
← All BLK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 0.11 $365.83–399.17 · VW $381.07i SEC
2016   Q4 1,642 0.11 $380.63 $625,000 SEC
2016   Q3 1,642 0.10 Buy 0.10 $329.58–376.65 · VW $363.29i $595,000 SEC
Price snapshot:
Current price$1,031.56
52-week low$912.25
52-week high$1,200.54