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
← All VEA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 260,896 1.53 Add 11.09% 0.15 $61.68–70.55 · VW $66.26i $16,718,197 SEC
2025   Q4 234,854 1.32 Add 6.60% 0.08 $58.88–63.08 · VW $61.36i $14,671,368 SEC
2025   Q3 220,304 1.22 Add 5.51% 0.06 $55.68–60.52 · VW $58.17i $13,200,649 SEC
2025   Q2 208,795 1.20 Reduce 0.64% <0.01 $45.14–57.05 · VW $53.37i $11,903,438 SEC
2025   Q1 210,131 1.18 Add 1.42% 0.02 $47.04–53.15 · VW $50.47i $10,680,993 SEC
2024   Q4 207,181 1.08 Add 14.84% 0.14 $47.09–52.84 · VW $49.69i $9,907,372 SEC
2024   Q3 180,407 1.06 Add 13.61% 0.13 $46.80–53.40 · VW $51.06i $9,527,292 SEC
2024   Q2 158,791 0.94 Add 13.20% 0.11 $47.65–51.28 · VW $49.47i $7,847,000 SEC
2024   Q1 140,280 0.84 Add 14.86% 0.11 $45.91–50.36 · VW $48.27i $7,037,831 SEC
2023   Q4 122,126 0.74 Add 2.91% 0.02 $41.48–48.16 · VW $44.77i $5,849,824 SEC
2023   Q3 118,668 0.74 Add 18.86% 0.12 $43.22–47.81 · VW $45.57i $5,188,156 SEC
2023   Q2 99,841 0.64 Add 19.15% 0.10 $44.32–47.55 · VW $45.78i $4,610,655 SEC
2023   Q1 83,791 0.55 Add 5.44% 0.03 $42.02–46.37 · VW $44.47i $3,784,830 SEC
2022   Q4 79,471 0.50 Add 41.76% 0.15 $35.42–44.39 · VW $40.23i $3,335,412 SEC
2022   Q3 56,061 0.33 Reduce 2.92% 0.01 $35.97–43.74 · VW $40.08i $2,038,000 SEC
2022   Q2 57,750 0.36 Add 6.64% 0.02 $40.01–48.70 · VW $44.22i $2,356,000 SEC
2022   Q1 54,153 0.35 Add 9.36% 0.03 $43.93–51.92 · VW $48.07i $2,601,000 SEC
2021   Q4 49,517 0.33 Add 46.86% 0.11 $49.11–53.04 · VW $50.76i $2,528,000 SEC
2021   Q3 33,716 0.24 Add 123.43% 0.13 $49.81–53.49 · VW $51.57i $1,702,000 SEC
2021   Q2 15,090 0.11 Add 125.09% 0.06 $49.37–53.43 · VW $51.35i $777,000 SEC
2021   Q1 6,704 0.05 Buy 0.05 $46.66–50.14 · VW $48.35i $329,000 SEC
Price snapshot:
Current price$69.76
Avg. buy price$50.98
+/- since buy36.83%
52-week low$54.12
52-week high$72.85