David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for Palantir Technologies Inc. (PLTR)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
2,313 |
0.03 |
|
|
$146.28 |
$338,346 |
SEC |
| 2025 Q4 |
2,313 |
0.04 |
Reduce 0.13%
|
<0.01 |
$177.75 |
$411,136 |
SEC |
| 2025 Q3 |
2,316 |
0.04 |
Add 0.13%
|
<0.01 |
$182.42 |
$422,485 |
SEC |
| 2025 Q2 |
2,313 |
0.03 |
Buy
|
0.03 |
$136.32 |
$315,308 |
SEC |