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  The Goldman Sachs Group, Inc. (GS)
← All GS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 25,361 1.97 Reduce 9.41% 0.21 $780.50–984.70 · VW $886.47i $21,454,844 SEC
2025   Q4 27,996 2.21 Reduce 2.36% 0.05 $740.01–919.10 · VW $817.79i $24,608,164 SEC
2025   Q3 28,673 2.12 Reduce 1.04% 0.02 $691.30–825.25 · VW $741.09i $22,833,454 SEC
2025   Q2 28,974 2.07 Reduce 4.78% 0.09 $439.38–714.30 · VW $578.25i $20,506,606 SEC
2025   Q1 30,429 1.83 Reduce 11.33% 0.24 $520.06–672.19 · VW $601.13i $16,623,070 SEC
2024   Q4 34,316 2.15 Reduce 4.96% 0.10 $484.20–612.73 · VW $556.66i $19,650,028 SEC
2024   Q3 36,108 1.99 Reduce 10.09% 0.22 $437.37–517.26 · VW $489.68i $17,877,432 SEC
2024   Q2 40,161 2.17 Reduce 1.52% 0.03 $387.12–471.48 · VW $437.73i $18,166,000 SEC
2024   Q1 40,779 2.04 Reduce 2.96% 0.06 $372.07–419.20 · VW $391.80i $17,032,981 SEC
2023   Q4 42,022 2.06 Reduce 0.91% 0.02 $289.36–387.76 · VW $334.53i $16,210,827 SEC
2023   Q3 42,406 1.96 Add 1.53% 0.03 $312.70–361.62 · VW $337.01i $13,721,309 SEC
2023   Q2 41,769 1.86 Add 0.65% 0.01 $310.56–347.73 · VW $330.48i $13,472,173 SEC
2023   Q1 41,500 1.96 Reduce 1.08% 0.02 $301.87–379.68 · VW $348.02i $13,575,065 SEC
2022   Q4 41,953 2.16 Reduce 2.77% 0.06 $287.75–389.58 · VW $352.11i $14,405,821 SEC
2022   Q3 43,147 2.07 Reduce 0.94% 0.02 $277.84–358.62 · VW $320.75i $12,644,000 SEC
2022   Q2 43,556 1.99 Add 3.47% 0.07 $278.15–347.35 · VW $312.56i $12,937,000 SEC
2022   Q1 42,095 1.87 Add 1.48% 0.03 $318.55–412.66 · VW $349.67i $13,896,000 SEC
2021   Q4 41,483 2.06 Reduce 1.29% 0.03 $366.65–426.16 · VW $393.37i $15,869,000 SEC
2021   Q3 42,026 2.24 Reduce 0.50% 0.01 $349.00–420.76 · VW $386.44i $15,887,000 SEC
2021   Q2 42,239 2.30 Reduce 3.03% 0.06 $322.97–393.26 · VW $359.34i $16,031,000 SEC
2021   Q1 43,558 2.12 Reduce 2.53% 0.05 $260.16–356.85 · VW $306.97i $14,243,000 SEC
2020   Q4 44,688 1.99 Add 5.84% 0.11 $185.52–263.93 · VW $220.76i $11,785,000 SEC
2020   Q3 42,223 1.65 Reduce 2.10% 0.03 $185.87–225.24 · VW $204.15i $8,486,000 SEC
2020   Q2 43,127 1.63 Reduce 1.33% 0.02 $141.67–222.98 · VW $188.41i $8,523,000 SEC
2020   Q1 43,707 1.54 Reduce 6.61% 0.12 $130.85–250.46 · VW $196.42i $6,757,000 SEC
2019   Q4 46,799 1.76 Add 1.03% 0.02 $193.99–232.21 · VW $216.70i $10,760,000 SEC
2019   Q3 46,324 1.71 Reduce 1.53% 0.03 $193.71–222.24 · VW $210.17i $9,600,000 SEC
2019   Q2 47,043 1.74 Reduce 12.73% 0.23 $180.73–209.97 · VW $197.61i $9,625,000 SEC
2019   Q1 53,907 1.80 Add 108.63% 0.94 $163.35–206.45 · VW $192.10i $10,350,000 SEC
2018   Q4 25,839 0.81 Reduce 44.02% 0.74 $151.70–234.06 · VW $197.09i $4,316,000 SEC
2018   Q3 46,160 1.68 Add 6.41% 0.10 $218.89–245.08 · VW $232.75i $10,351,000 SEC
2018   Q2 43,378 1.60 Add 41.77% 0.47 $219.12–262.50 · VW $235.54i $9,568,000 SEC
2018   Q1 30,597 1.28 Add 2882.16% 1.24 $239.29–275.31 · VW $259.97i $7,706,000 SEC
2017   Q4 1,026 0.04 Add 5.12% <0.01 $233.55–262.14 · VW $246.23i $261,000 SEC
2017   Q3 976 0.04 $236.68 $231,000 SEC
2017   Q2 976 0.04 $222.34 $217,000 SEC
2017   Q1 976 0.04 $229.51 $224,000 SEC
2016   Q4 976 0.04 Buy 0.04 $160.25–245.57 · VW $208.97i $234,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.03 $167.49–214.61 · VW $189.72i SEC
2015   Q2 976 0.03 Buy 0.03 $186.96–218.77 · VW $203.36i $204,000 SEC
2006   Q4 0 0.00 Sell 100.00% 0.01 $168.51–206.70 · VW $191.54i SEC
2006   Q3 1,186 0.01 Reduce 12.54% <0.01 $138.97–171.15 · VW $154.33i $201,000 SEC
2006   Q2 1,356 0.01 Reduce 6.55% <0.01 $136.79–169.31 · VW $152.97i $204,000 SEC
2006   Q1 1,451 0.02 Buy 0.02 $124.23–159.63 · VW $143.89i $228,000 SEC
2005   Q3 0 0.00 Sell 100.00% 0.02 $102.02–121.70 · VW $112.29i SEC
2005   Q2 2,693 0.02 Reduce 22.57% <0.01 $94.75–114.25 · VW $102.91i $275,000 SEC
2005   Q1 3,478 0.02 Add 50.37% <0.01 $101.79–113.93 · VW $108.60i $383,000 SEC
2004   Q4 2,313 0.02 Buy 0.02 $90.74–110.88 · VW $101.56i $241,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.46 $61.02–75.75 · VW $68.19i SEC
2002   Q4 42,875 0.46 Add 10.65% 0.04 $58.57–81.00 · VW $71.71i $2,920,000 SEC
2002   Q3 38,750 0.54 Add 55.59% 0.19 $64.49–81.97 · VW $72.11i $2,559,000 SEC
2002   Q2 24,905 0.31 Reduce 6.62% 0.02 $69.03–89.45 · VW $77.31i $1,827,000 SEC
2002   Q1 26,670 0.37 Reduce 2.02% <0.01 $77.52–97.25 · VW $86.07i $2,407,000 SEC
2001   Q4 27,220 0.41 Add 1.19% <0.01 $71.00–95.17 · VW $84.28i $2,525,000 SEC
2001   Q3 26,900 0.38 Add 22.13% 0.07 $63.27–88.00 · VW $78.63i $1,919,000 SEC
2001   Q2 22,025 0.34 Add 12.95% 0.04 $77.00–105.15 · VW $91.88i $1,890,000 SEC
2001   Q1 19,500 0.32 Add 2.34% <0.01 $81.00–120.00 · VW $98.13i $1,659,000 SEC
2000   Q4 19,055 0.40 Add 39.55% 0.11 $77.00–116.88 · VW $96.83i $2,038,000 SEC
2000   Q3 13,655 0.37 Buy 0.37 $88.38–133.63 · VW $113.28i $1,556,000 SEC
Price snapshot:
Current price$1,045.91
Avg. buy price$224.76
+/- since buy365.34%
52-week low$677.66
52-week high$1,125.00