Eric H. Schoenstein's Jensen Investment Management Portfolio Shows Mixed Quarterly Trends
Eric H. Schoenstein's portfolio, as of December 2025, reflects mixed quarterly trends with notable decreases in holdings like Microsoft, Apple, and Alphabet, while positions in NVIDIA and Amazon saw significant increases.
As of December 2025, Eric H. Schoenstein's portfolio with Jensen Investment Management shows a total value of $6.34 billion. The top holdings reflect a mix of technology, healthcare, and consumer stocks, with notable changes in share counts during the quarter.
Among the top holdings, Microsoft (MSFT) experienced a 12.68% decrease in shares, while Apple (AAPL) and Alphabet (GOOGL) also saw significant reductions of 14.11% and 14.46%, respectively. Mastercard (MA) and several healthcare stocks like Eli Lilly (LLY) and Abbott Labs (ABT) also reported substantial share declines.
In contrast, NVIDIA (NVDA) saw a notable increase in shares, with a 4.33% change from the prior period, and Amazon (AMZN) experienced a substantial 100% increase in its position during the quarter.
For detailed insights into Eric H. Schoenstein's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/eric-h-schoenstein-jensen-investment-management. You can also explore individual stock performance using the links below:
Alphabet Inc Cap Stk Cl A (GOOGL)