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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  Rockwell Automation, Inc. (ROK)
← All ROK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q1 0 0.00 Sell 100.00% 1.04 $17.50–35.56 · VW $27.92i SEC
2008   Q4 245,480 1.04 Buy 1.04 $20.07–35.00 · VW $25.06i $7,914,000 SEC
Price snapshot:
Current price$460.45
52-week low$301.18
52-week high$497.36
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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