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  T. Rowe Price Blue Chip Growth ETF (TCHP)
← All TCHP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 76,249 0.31 Add 2.04% <0.01 $42.26–50.73 · VW $47.02i $3,368,681 SEC
2025   Q4 74,722 0.33 Reduce 2.04% <0.01 $46.84–51.77 · VW $49.34i $3,725,639 SEC
2025   Q3 76,275 0.35 Add 18.00% 0.05 $45.11–49.47 · VW $47.20i $3,728,322 SEC
2025   Q2 64,641 0.30 Add 4.05% 0.01 $32.67–45.70 · VW $39.89i $2,931,469 SEC
2025   Q1 62,124 0.26 Add 2.72% <0.01 $34.37–44.32 · VW $40.23i $2,366,303 SEC
2024   Q4 60,480 0.28 Add 1.85% <0.01 $39.17–43.95 · VW $41.72i $2,546,813 SEC
2024   Q3 59,381 0.26 Add 2.90% <0.01 $34.00–40.43 · VW $38.25i $2,353,862 SEC
2024   Q2 57,710 0.27 Add 4.14% 0.01 $33.18–39.35 · VW $36.60i $2,235,000 SEC
2024   Q1 55,415 0.23 Add 15.67% 0.03 $30.05–35.82 · VW $33.43i $1,956,149 SEC
2023   Q4 47,907 0.19 Add 4.13% <0.01 $26.15–31.12 · VW $28.99i $1,482,722 SEC
2023   Q3 46,005 0.18 Add 37.16% 0.05 $26.61–29.17 · VW $28.07i $1,249,496 SEC
2023   Q2 33,542 0.13 Add 36.60% 0.03 $23.55–27.94 · VW $25.38i $935,151 SEC
2023   Q1 24,555 0.43 Add 7.96% 0.03 $19.95–23.99 · VW $22.48i $2,958,632 SEC
2022   Q4 22,744 0.35 Buy 0.35 $19.78–22.72 · VW $21.27i $2,354,231 SEC
Price snapshot:
Current price$49.73
Avg. buy price$57.83
+/- since buy-14.01%
52-week low$42.26
52-week high$53.26