David Katz - Matrix Asset Advisors Inc
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 0.42 SEC
2008   Q1 26,130 0.42 Buy 0.42 $29.97 $783,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.02 SEC
2007   Q3 9,465 0.02 Buy 0.02 $25.67 $243,000 SEC
2007   Q1 0 0.00 Sell 100.00% 2.80 SEC
2006   Q4 1,380,015 2.80 Reduce 2.62% 0.07 $29.30 $40,434,000 SEC
2006   Q3 1,417,130 2.65 Reduce 4.80% 0.15 $25.41 $36,009,000 SEC
2006   Q2 1,488,620 3.03 Reduce 10.44% 0.34 $28.05 $41,756,000 SEC
2006   Q1 1,662,115 3.21 Reduce 1.45% 0.05 $29.19 $48,517,000 SEC
2005   Q4 1,686,590 3.13 Add 0.61% 0.02 $28.90 $48,742,000 SEC
2005   Q3 1,676,341 2.47 Add 77.44% 1.08 $23.70 $39,729,000 SEC
2005   Q2 944,740 1.54 Add 0.00% $28.91 $27,312,000 SEC
2005   Q1 944,730 7.81 Add 62.49% 3.00 $29.14 $27,529,000 SEC
2004   Q4 581,405 1.25 Add 358.50% 0.98 $28.87 $16,785,000 SEC
2004   Q3 126,805 0.24 Buy 0.24 $23.44 $2,972,000 SEC