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  Union Pacific Corp. (UNP)
← All UNP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 1.63 $210.84–240.74 · VW $229.32i SEC
2025   Q2 69,866 1.63 Add 0.66% 0.01 $204.66–238.51 · VW $224.42i $16,074,870 SEC
2025   Q1 69,410 1.81 Add 1.00% 0.02 $222.50–256.84 · VW $238.53i $16,397,418 SEC
2024   Q4 68,721 1.71 Add 1.21% 0.02 $221.86–251.72 · VW $233.87i $15,671,137 SEC
2024   Q3 67,900 1.86 Add 8.07% 0.14 $220.63–258.07 · VW $241.73i $16,735,992 SEC
2024   Q2 62,830 1.70 Add 6.28% 0.10 $218.55–248.90 · VW $231.24i $14,216,000 SEC
2024   Q1 59,115 1.74 Add 0.35% <0.01 $234.47–258.66 · VW $246.35i $14,538,152 SEC
2023   Q4 58,909 1.84 Reduce 0.17% <0.01 $199.33–246.99 · VW $230.65i $14,469,229 SEC
2023   Q3 59,010 1.71 Add 0.55% <0.01 $200.50–240.48 · VW $214.87i $12,016,206 SEC
2023   Q2 58,688 1.65 Add 13.99% 0.20 $190.37–207.82 · VW $200.94i $12,008,739 SEC
2023   Q1 51,484 1.50 Buy 1.50 $183.69–216.96 · VW $200.64i $10,361,670 SEC
Price snapshot:
Current price$289.13
52-week low$207.45
52-week high$290.38