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David Katz - Matrix Asset Advisors – Largest Position Reductions (2025 Q4)

This report summarizes the most meaningful reductions and sell-offs made by David Katz - Matrix Asset Advisors in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
IBM 819 $296.7 Reduced -3.08% 0.02% $243K 2025 Q4
UNH 721 $330.1 Reduced -3.22% 0.02% $238K 2025 Q4
TSLA 504 $450.4 Reduced -15.29% 0.02% $227K 2025 Q4
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