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  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 238,060 3.59 Reduce 8.62% 0.36 $152.80–192.68 · VW $172.63i $39,177,478 SEC
2025   Q4 260,503 4.16 Reduce 2.95% 0.12 $151.84–182.34 · VW $167.13i $46,247,037 SEC
2025   Q3 268,428 3.96 Reduce 0.40% 0.02 $135.26–163.98 · VW $147.72i $42,669,366 SEC
2025   Q2 269,515 3.84 Add 3.52% 0.13 $94.33–141.90 · VW $121.16i $37,963,931 SEC
2025   Q1 260,351 3.35 Reduce 7.16% 0.28 $109.22–142.03 · VW $128.28i $30,375,151 SEC
2024   Q4 280,424 3.85 Reduce 7.03% 0.25 $103.06–136.24 · VW $122.35i $35,254,905 SEC
2024   Q3 301,627 3.50 Reduce 0.73% 0.03 $90.94–109.11 · VW $101.55i $31,441,598 SEC
2024   Q2 303,851 3.53 Reduce 0.67% 0.02 $85.01–103.25 · VW $94.07i $29,531,000 SEC
2024   Q1 305,900 3.44 Reduce 0.17% <0.01 $83.09–94.73 · VW $88.62i $28,803,544 SEC
2023   Q4 306,408 3.64 Add 12.63% 0.41 $69.42–93.95 · VW $79.09i $28,572,546 SEC
2023   Q3 272,057 3.17 Add 0.50% 0.02 $81.03–95.57 · VW $87.05i $22,218,895 SEC
2023   Q2 270,714 3.19 Add 2.80% 0.09 $80.74–91.82 · VW $85.95i $23,118,976 SEC
2023   Q1 263,328 3.34 Add 0.58% 0.02 $81.72–100.99 · VW $93.04i $23,120,198 SEC
2022   Q4 261,820 3.34 Add 16.75% 0.48 $74.67–95.16 · VW $85.65i $22,259,936 SEC
2022   Q3 224,258 2.90 Add 19.03% 0.46 $72.05–92.29 · VW $83.25i $17,719,000 SEC
2022   Q2 188,398 2.20 Add 20.72% 0.38 $72.23–92.93 · VW $82.25i $14,330,000 SEC
2022   Q1 156,063 1.83 Add 0.01% <0.01 $81.97–109.73 · VW $95.07i $13,640,000 SEC
2021   Q4 156,047 1.99 Reduce 0.60% 0.01 $93.88–105.34 · VW $99.13i $15,318,000 SEC
2021   Q3 156,991 2.15 Reduce 0.51% 0.01 $86.95–105.95 · VW $97.88i $15,277,000 SEC
2021   Q2 157,791 2.08 Reduce 1.85% 0.03 $76.25–94.27 · VW $85.94i $14,468,000 SEC
2021   Q1 160,767 1.86 Reduce 23.54% 0.57 $66.85–86.64 · VW $75.30i $12,485,000 SEC
2020   Q4 210,254 2.43 Reduce 2.04% 0.04 $46.42–68.97 · VW $56.23i $14,409,000 SEC
2020   Q3 214,633 2.02 Reduce 2.52% 0.05 $45.86–54.38 · VW $50.12i $10,378,000 SEC
2020   Q2 220,185 2.04 Reduce 2.51% 0.04 $31.16–51.85 · VW $42.35i $10,635,000 SEC
2020   Q1 225,850 1.75 Reduce 6.19% 0.12 $27.20–57.57 · VW $43.02i $7,679,000 SEC
2019   Q4 240,762 2.01 Reduce 1.88% 0.04 $39.30–51.44 · VW $47.27i $12,308,000 SEC
2019   Q3 245,376 1.86 Reduce 1.83% 0.04 $38.76–45.77 · VW $42.84i $10,470,000 SEC
2019   Q2 249,949 1.97 Reduce 12.20% 0.26 $40.43–48.67 · VW $44.43i $10,950,000 SEC
2019   Q1 284,693 2.09 Add 9.03% 0.17 $38.76–45.11 · VW $42.09i $12,014,000 SEC
2018   Q4 261,107 1.95 Add 59.03% 0.72 $36.74–47.93 · VW $43.57i $10,353,000 SEC
2018   Q3 164,189 1.24 Reduce 2.08% 0.03 $46.28–51.53 · VW $48.78i $7,646,000 SEC
2018   Q2 167,680 1.33 Reduce 1.87% 0.03 $47.11–55.64 · VW $51.26i $7,948,000 SEC
2018   Q1 170,868 1.54 Reduce 3.04% 0.04 $50.02–59.38 · VW $55.08i $9,220,000 SEC
2017   Q4 176,217 1.47 Reduce 3.37% 0.05 $47.42–54.25 · VW $50.87i $9,246,000 SEC
2017   Q3 182,359 1.45 Reduce 0.81% 0.01 $43.84–48.90 · VW $46.49i $8,784,000 SEC
2017   Q2 183,851 1.40 Reduce 1.07% 0.01 $40.43–45.98 · VW $43.07i $8,192,000 SEC
2017   Q1 185,831 1.40 Reduce 31.55% 0.61 $40.06–47.33 · VW $43.67i $7,961,000 SEC
2016   Q4 271,501 1.94 Reduce 31.68% 0.71 $30.96–44.04 · VW $38.09i $11,471,000 SEC
2016   Q3 397,398 2.25 Reduce 2.37% 0.05 $24.57–32.44 · VW $29.84i $12,741,000 SEC
2016   Q2 407,053 2.06 Add 0.72% 0.01 $23.11–28.29 · VW $26.21i $10,575,000 SEC
2016   Q1 404,135 1.99 Add 6.94% 0.13 $21.16–31.70 · VW $25.54i $10,107,000 SEC
2015   Q4 377,905 2.34 Reduce 32.38% 0.82 $30.15–35.74 · VW $33.04i $12,021,000 SEC
2015   Q3 558,835 2.54 Reduce 0.56% 0.02 $30.40–41.04 · VW $35.08i $17,603,000 SEC
2015   Q2 561,968 2.74 Reduce 14.97% 0.41 $35.36–40.26 · VW $37.90i $21,799,000 SEC
2015   Q1 660,923 2.73 Reduce 0.70% 0.02 $33.72–39.15 · VW $35.68i $23,588,000 SEC
2014   Q4 665,559 2.92 Reduce 2.26% 0.06 $31.35–39.19 · VW $35.40i $25,824,000 SEC
2014   Q3 680,953 2.74 Reduce 2.56% 0.07 $31.12–36.44 · VW $33.62i $23,541,000 SEC
2014   Q2 698,844 2.57 Reduce 0.46% 0.01 $28.31–32.82 · VW $30.75i $22,594,000 SEC
2014   Q1 702,046 2.62 Reduce 2.76% 0.08 $28.78–33.52 · VW $30.80i $21,883,000 SEC
2013   Q4 721,981 2.75 Reduce 2.96% 0.08 $26.41–31.85 · VW $29.82i $22,641,000 SEC
2013   Q3 744,039 2.71 Reduce 1.59% 0.04 $23.83–29.50 · VW $26.71i $20,052,000 SEC
2013   Q2 756,057 2.58 Add 4.06% 0.10 $20.16–27.17 · VW $23.71i $18,470,000 SEC
2013   Q1 726,537 2.36 Add 3.05% 0.07 $19.32–24.47 · VW $22.29i $15,969,000 SEC
2012   Q4 705,045 2.21 Reduce 7.06% 0.13 $15.95–19.45 · VW $17.60i $13,480,000 SEC
2012   Q3 758,616 1.90 Reduce 6.38% 0.11 $12.29–18.50 · VW $15.03i $12,699,000 SEC
2012   Q2 810,356 1.71 Add 3.87% 0.06 $12.26–20.05 · VW $15.33i $11,823,000 SEC
2012   Q1 780,164 2.01 Reduce 0.46% <0.01 $15.43–21.19 · VW $18.74i $15,322,000 SEC
2011   Q4 783,730 1.70 Reduce 4.17% 0.07 $11.58–19.67 · VW $15.72i $11,858,000 SEC
2011   Q3 817,798 1.65 Add 0.04% <0.01 $12.49–24.46 · VW $18.04i $11,040,000 SEC
2011   Q2 817,467 2.20 Add 7.38% 0.15 $21.76–28.24 · VW $24.47i $18,810,000 SEC
2011   Q1 761,299 2.44 Add 5.20% 0.12 $26.70–31.04 · VW $28.89i $20,799,000 SEC
2010   Q4 723,692 2.49 Add 1.31% 0.03 $23.95–27.77 · VW $25.58i $19,692,000 SEC
2010   Q3 714,315 2.56 Reduce 21.07% 0.57 $22.40–28.05 · VW $25.66i $17,629,000 SEC
2010   Q2 904,990 2.71 Add 0.97% 0.03 $23.14–32.29 · VW $27.74i $21,005,000 SEC
2010   Q1 896,303 3.00 Reduce 3.54% 0.11 $26.15–33.27 · VW $28.68i $26,253,000 SEC
2009   Q4 929,159 2.97 Reduce 0.24% <0.01 $28.75–35.78 · VW $31.61i $27,503,000 SEC
2009   Q3 931,417 3.26 Add 0.02% <0.01 $24.85–33.33 · VW $29.11i $28,762,000 SEC
2009   Q2 931,190 3.56 Add 2.29% 0.08 $20.69–31.99 · VW $26.53i $26,548,000 SEC
2009   Q1 910,307 3.25 Reduce 12.88% 0.28 $13.10–27.27 · VW $20.83i $20,728,000 SEC
2008   Q4 1,044,889 2.19 Add 14.60% 0.28 $6.71–26.73 · VW $15.88i $16,760,000 SEC
2008   Q3 911,778 2.06 Reduce 1.66% 0.06 $11.70–46.58 · VW $31.14i $20,971,000 SEC
2008   Q2 927,210 3.55 Reduce 0.29% 0.01 $35.72–51.55 · VW $43.02i $33,444,000 SEC
2008   Q1 929,944 3.49 Add 7.29% 0.24 $33.56–53.40 · VW $45.32i $42,498,000 SEC
2007   Q4 866,763 3.34 Add 5.43% 0.17 $47.25–69.23 · VW $56.44i $46,034,000 SEC
2007   Q3 822,120 3.42 Add 33.49% 0.86 $54.90–73.64 · VW $63.68i $51,794,000 SEC
2007   Q2 615,876 3.33 Reduce 0.46% 0.02 $77.26–90.95 · VW $84.61i $51,660,000 SEC
2007   Q1 618,694 3.49 Reduce 1.25% 0.04 $70.30–84.66 · VW $78.41i $48,728,000 SEC
2006   Q4 626,545 3.53 Reduce 2.82% 0.10 $72.25–83.40 · VW $77.28i $51,020,000 SEC
2006   Q3 644,748 3.46 Reduce 27.57% 1.13 $60.18–73.65 · VW $67.22i $47,009,000 SEC
2006   Q2 890,207 4.08 Reduce 7.98% 0.32 $54.52–66.00 · VW $61.61i $56,270,000 SEC
2006   Q1 967,435 4.02 Reduce 9.14% 0.35 $56.74–64.23 · VW $60.82i $60,774,000 SEC
2005   Q4 1,064,741 3.88 Reduce 7.36% 0.28 $50.73–58.67 · VW $55.21i $60,413,000 SEC
2005   Q3 1,149,284 3.86 Reduce 9.11% 0.34 $50.18–54.61 · VW $52.68i $61,992,000 SEC
2005   Q2 1,264,433 3.74 Reduce 1.59% 0.06 $47.66–60.10 · VW $51.88i $66,345,000 SEC
2005   Q1 1,284,798 3.95 Add 50.86% 1.33 $53.53–60.51 · VW $56.79i $73,555,000 SEC
2004   Q4 851,675 3.51 Add 2.12% 0.07 $47.27–55.96 · VW $52.12i $47,285,000 SEC
2004   Q3 833,962 3.36 Add 4.70% 0.15 $46.54–53.19 · VW $49.92i $41,114,000 SEC
2004   Q2 796,503 3.35 Add 10.62% 0.32 $50.22–58.50 · VW $53.13i $42,031,000 SEC
2004   Q1 720,043 3.37 Add 40.36% 0.97 $55.69–62.83 · VW $58.81i $41,258,000 SEC
2003   Q4 512,983 3.33 Add 10.61% 0.32 $50.72–58.78 · VW $55.18i $29,686,000 SEC
2003   Q3 463,779 3.24 Add 11.30% 0.33 $42.42–53.10 · VW $48.30i $23,402,000 SEC
2003   Q2 416,680 2.77 Add 14.95% 0.36 $38.40–50.49 · VW $44.53i $17,813,000 SEC
2003   Q1 362,495 2.74 Reduce 32.77% 1.12 $32.46–44.39 · VW $37.94i $13,902,000 SEC
2002   Q4 539,195 3.42 Add 4.46% 0.15 $28.80–46.83 · VW $39.74i $21,525,000 SEC
2002   Q3 516,165 3.68 Reduce 1.45% 0.06 $32.70–46.50 · VW $39.27i $17,488,000 SEC
2002   Q2 523,747 3.87 Add 18.83% 0.61 $39.80–57.29 · VW $46.88i $22,563,000 SEC
2002   Q1 440,737 3.92 Add 40.75% 1.14 $45.90–60.02 · VW $53.02i $25,259,000 SEC
2001   Q4 313,128 2.87 Add 9.67% 0.25 $45.15–59.60 · VW $52.58i $17,516,000 SEC
2001   Q3 285,523 2.60 Add 12.32% 0.29 $35.75–64.83 · VW $53.13i $13,234,000 SEC
2001   Q2 254,213 2.97 Add 2.69% 0.08 $44.10–75.23 · VW $62.19i $16,328,000 SEC
2001   Q1 247,558 2.55 Add 86.68% 1.18 $49.70–90.49 · VW $69.25i $13,244,000 SEC
2000   Q4 132,613 2.06 Add 47.12% 0.66 $60.63–93.50 · VW $75.10i $10,510,000 SEC
2000   Q3 90,138 1.98 Buy 1.98 $83.50–110.00 · VW $96.26i $8,242,000 SEC
Price snapshot:
Current price$221.09
Avg. buy price$65.13
+/- since buy239.44%
52-week low$132.07
52-week high$230.47