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  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 0.22 $41.26–44.94 · VW $43.23i SEC
2014   Q4 43,285 0.22 Reduce 3.41% <0.01 $39.92–46.71 · VW $43.48i $1,947,000 SEC
2014   Q3 44,815 0.20 Add 0.01% $35.82–42.51 · VW $40.25i $1,716,000 SEC
2014   Q2 44,810 0.21 Reduce 1.27% <0.01 $39.53–43.19 · VW $41.42i $1,816,000 SEC
2014   Q1 45,385 0.22 Reduce 0.25% <0.01 $37.38–42.35 · VW $40.58i $1,857,000 SEC
2013   Q4 45,500 0.21 Reduce 0.24% <0.01 $33.22–39.37 · VW $37.23i $1,741,000 SEC
2013   Q3 45,610 0.20 Reduce 40.91% 0.14 $31.82–35.42 · VW $34.18i $1,513,000 SEC
2013   Q2 77,190 0.33 Reduce 0.42% <0.01 $29.86–34.75 · VW $32.16i $2,371,000 SEC
2013   Q1 77,515 0.37 Reduce 0.39% <0.01 $31.16–36.43 · VW $33.79i $2,506,000 SEC
2012   Q4 77,815 0.43 $33.32 $2,593,000 SEC
2012   Q3 77,815 0.37 $31.46 $2,448,000 SEC
2012   Q2 77,815 0.33 Reduce 0.64% <0.01 $25.84–32.30 · VW $29.93i $2,311,000 SEC
2012   Q1 78,315 0.30 Reduce 1.24% <0.01 $25.33–31.15 · VW $27.65i $2,284,000 SEC
2011   Q4 79,295 0.29 $25.65 $2,034,000 SEC
2011   Q3 79,295 0.34 $28.74 $2,279,000 SEC
2011   Q2 79,295 0.31 $32.92 $2,610,000 SEC
2011   Q1 79,295 0.31 Reduce 1.21% <0.01 $29.62–36.50 · VW $33.45i $2,651,000 SEC
2010   Q4 80,270 0.32 Reduce 8.64% 0.03 $27.41–33.71 · VW $31.34i $2,512,000 SEC
2010   Q3 87,865 0.34 Add 1.38% <0.01 $22.10–29.82 · VW $26.32i $2,359,000 SEC
2010   Q2 86,665 0.24 Buy 0.24 $21.24–24.68 · VW $22.59i $1,860,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82