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  Eaton Corp. plc (ETN)
← All ETN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 862 0.03 $357.67 $308,312 SEC
2025   Q4 862 0.02 Reduce 0.12% $311.92–408.45 · VW $365.43i $274,556 SEC
2025   Q3 863 0.03 Add 0.12% $320.20–394.14 · VW $353.41i $322,978 SEC
2025   Q2 862 0.03 $356.99 $307,725 SEC
2025   Q1 862 0.03 Reduce 35.77% 0.02 $231.85–333.98 · VW $295.34i $234,317 SEC
2024   Q4 1,342 0.05 Add 59.38% 0.02 $282.43–378.79 · VW $318.18i $445,370 SEC
2024   Q3 842 0.03 $331.44 $279,072 SEC
2024   Q2 842 0.03 $313.54 $264,000 SEC
2024   Q1 842 0.03 $312.68 $263,277 SEC
2023   Q4 842 0.03 Buy 0.03 $224.61–289.86 · VW $267.82i $202,770 SEC
2021   Q1 0 0.00 Sell 100.00% 0.80 $131.30–149.38 · VW $141.98i SEC
2020   Q4 39,692 0.80 Reduce 62.00% 1.28 $113.79–133.92 · VW $125.97i $4,769,000 SEC
2020   Q3 104,443 2.07 Reduce 29.49% 0.73 $96.24–123.67 · VW $113.67i $10,656,000 SEC
2020   Q2 148,115 2.48 Add 0.61% 0.02 $82.44–103.82 · VW $96.12i $12,957,000 SEC
2020   Q1 147,212 2.60 Reduce 44.65% 1.84 $56.42–99.26 · VW $80.19i $11,437,000 SEC
2019   Q4 265,982 4.11 Reduce 1.29% 0.05 $89.08–105.78 · VW $95.19i $25,194,000 SEC
2019   Q3 269,447 3.99 Reduce 0.78% 0.03 $76.11–93.12 · VW $87.24i $22,405,000 SEC
2019   Q2 271,553 4.08 Reduce 6.87% 0.28 $74.42–84.70 · VW $79.95i $22,615,000 SEC
2019   Q1 291,586 4.08 Reduce 2.13% 0.08 $74.29–86.08 · VW $78.29i $23,490,000 SEC
2018   Q4 297,935 3.86 Add 0.66% 0.03 $64.46–81.51 · VW $75.25i $20,456,000 SEC
2018   Q3 295,969 4.16 Reduce 4.54% 0.18 $67.70–89.46 · VW $78.03i $25,669,000 SEC
2018   Q2 310,042 3.88 Reduce 0.79% 0.03 $73.48–83.88 · VW $80.17i $23,173,000 SEC
2018   Q1 312,511 4.16 Reduce 0.01% <0.01 $71.62–83.24 · VW $77.15i $24,973,000 SEC
2017   Q4 312,549 3.94 Reduce 0.67% 0.03 $74.90–89.85 · VW $81.82i $24,694,000 SEC
2017   Q3 314,668 3.98 Add 0.71% 0.03 $70.63–82.34 · VW $76.92i $24,163,000 SEC
2017   Q2 312,454 4.17 Add 0.47% 0.02 $69.82–81.63 · VW $74.40i $24,318,000 SEC
2017   Q1 310,999 4.05 Reduce 3.18% 0.12 $71.08–79.31 · VW $75.92i $23,061,000 SEC
2016   Q4 321,229 3.65 Add 2.60% 0.09 $66.60–72.92 · VW $70.50i $21,551,000 SEC
2016   Q3 313,095 3.63 Add 8.35% 0.28 $59.07–68.95 · VW $64.84i $20,573,000 SEC
2016   Q2 288,972 3.36 Add 4.67% 0.15 $54.30–68.20 · VW $63.01i $17,260,000 SEC
2016   Q1 276,080 3.41 Reduce 1.95% 0.06 $56.97–63.99 · VW $60.86i $17,272,000 SEC
2015   Q4 281,580 2.85 Reduce 31.87% 0.98 $46.19–58.58 · VW $53.83i $14,653,000 SEC
2015   Q3 413,283 3.06 Add 1.78% 0.05 $49.46–58.59 · VW $55.40i $21,201,000 SEC
2015   Q2 406,061 3.44 Reduce 7.45% 0.26 $49.21–73.28 · VW $59.85i $27,405,000 SEC
2015   Q1 438,751 3.45 Add 1.03% 0.04 $66.04–73.82 · VW $70.48i $29,809,000 SEC
2014   Q4 434,264 3.33 Add 6.47% 0.20 $62.80–72.78 · VW $68.86i $29,513,000 SEC
2014   Q3 407,890 3.01 Add 17.11% 0.44 $57.11–70.60 · VW $65.18i $25,848,000 SEC
2014   Q2 348,302 3.06 Add 62.39% 1.18 $66.54–79.98 · VW $72.11i $26,882,000 SEC
2014   Q1 214,486 1.93 Add 198.17% 1.28 $70.26–77.71 · VW $73.89i $16,112,000 SEC
2013   Q4 71,933 0.66 Add 7.65% 0.05 $66.89–78.19 · VW $73.26i $5,476,000 SEC
2013   Q3 66,820 0.62 Add 0.68% <0.01 $62.89–73.44 · VW $69.66i $4,600,000 SEC
2013   Q2 66,369 0.61 Add 48.19% 0.20 $61.23–70.07 · VW $64.87i $4,368,000 SEC
2013   Q1 44,785 0.41 Add 4.45% 0.02 $55.41–69.92 · VW $63.80i $2,743,000 SEC
2012   Q4 42,875 0.38 Reduce 1.32% <0.01 $50.74–62.56 · VW $58.42i $2,323,000 SEC
2012   Q3 43,450 0.31 Add 288.64% 0.23 $43.06–52.68 · VW $49.30i $2,054,000 SEC
2012   Q2 11,180 0.06 Buy 0.06 $36.38–46.77 · VW $42.62i $443,000 SEC
Price snapshot:
Current price$402.85
Avg. buy price$274.86
+/- since buy46.57%
52-week low$310.09
52-week high$436.74