Eric H. Schoenstein's Jensen Investment Management Portfolio Shows Significant Shifts in Q1 2026
Eric H. Schoenstein's portfolio, valued at approximately $5.06 billion as of March 2026, reflects notable changes in major holdings during the quarter, with increases in Amazon and Mastercard offset by reductions in several large-cap stocks.
As of March 31, 2026, Eric H. Schoenstein's portfolio managed by Jensen Investment Management held a total value of approximately $5.06 billion, with significant quarterly movements observed across key holdings.
The portfolio's largest Technology sector positions, including Microsoft (MSFT) and Apple (AAPL), saw substantial reductions in their share counts during the quarter, with decreases of 11.74% and 19.33% respectively. NVIDIA (NVDA) experienced the most pronounced decline, with a 27.59% reduction in shares.
In contrast, Eric H. Schoenstein's portfolio showed notable increases in positions during the quarter. Amazon.com (AMZN) saw its stake grow by 7.56%, while Mastercard (MA) increased by 1.7%. Other sectors also featured activity, with KLA Corporation (KLAC) and Stryker Corp (SYK) experiencing decreases, while Eli Lilly & Co. (LLY) and Sherwin-Williams Co. (SHW) saw modest reductions as well.
For a complete view of Eric H. Schoenstein's investment profile, visit his profile on Insiderset: Eric H. Schoenstein at Jensen Investment Management.
Details on the companies in his portfolio can be found at Insiderset, including: