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  Ross Stores, Inc. (ROST)
← All ROST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 0.06 $8.27–10.05 · VW $9.27i SEC
2008   Q1 104,520 0.06 Reduce 1.69% <0.01 $6.70–8.65 · VW $7.91i $783,000 SEC
2007   Q4 106,320 0.05 Add 180.82% 0.03 $5.31–7.40 · VW $6.66i $680,000 SEC
2007   Q3 37,860 0.02 Buy 0.02 $6.34–7.63 · VW $6.91i $243,000 SEC
2007   Q1 0 0.00 Sell 100.00% 2.80 $7.70–8.79 · VW $8.26i SEC
2006   Q4 5,520,060 2.80 Reduce 2.62% 0.07 $7.14–8.41 · VW $7.88i $40,434,000 SEC
2006   Q3 5,668,520 2.65 Reduce 4.80% 0.15 $5.53–7.75 · VW $6.88i $36,009,000 SEC
2006   Q2 5,954,480 3.03 Reduce 10.44% 0.34 $6.09–7.76 · VW $6.69i $41,756,000 SEC
2006   Q1 6,648,460 3.21 Reduce 1.45% 0.05 $6.64–7.70 · VW $7.33i $48,517,000 SEC
2005   Q4 6,746,360 3.13 Add 0.61% 0.02 $6.22–7.76 · VW $7.04i $48,742,000 SEC
2005   Q3 6,705,364 2.47 Add 77.44% 1.08 $5.59–6.82 · VW $6.39i $39,729,000 SEC
2005   Q2 3,778,960 1.54 Add 0.00% $6.25–7.63 · VW $6.83i $27,312,000 SEC
2005   Q1 3,778,920 1.48 Add 62.49% 0.57 $6.52–7.84 · VW $7.01i $27,529,000 SEC
2004   Q4 2,325,620 1.25 Add 358.50% 0.97 $6.46–7.48 · VW $7.03i $16,785,000 SEC
2004   Q3 507,220 0.24 Buy 0.24 $5.24–6.58 · VW $6.13i $2,972,000 SEC
Price snapshot:
Current price$219.46
52-week low$125.18
52-week high$242.81