Eric H. Schoenstein recent buys & sells (2026 Q3)
Jensen Investment Management
Jensen Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $3.19B (-$938M)
- Previous value:
- $4.13B
- # of changes:
- 77
- New positions:
- 4
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 10 Nov 2026
Jensen Investment Management has disclosed a total of 77 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 7, bought 4 totally new, decreased the number of shares of 64 and completely sold out 2 position(s).
What stocks is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (TJX) The TJX Companies Inc (added shares +14.16%), (CTAS) Cintas Corp (added shares +8.39%), (IDXX) IDEXX Laboratories Inc (added shares +4.64%), (ISRG) Intuitive Surgical Inc (new buy) and (AXP) American Express Company (new buy).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -29.50%), (GOOGL) Alphabet Inc, CL-A (reduced shares -18.44%), (AMZN) Amazon.com Inc (reduced shares -19.11%), (AAPL) Apple Inc (reduced shares -33.14%) and (NVDA) NVIDIA Corp (reduced shares -42.46%).
77 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American Express Company
|
new
|
+109,520
|
109,520
|
+1.04%
|
$304.10
|
+6.79%($324.74)
|
1.04%
|
2026 Q3
|
~0.25 years
|
|
|
|
Intuitive Surgical Inc
|
new
|
+99,270
|
99,270
|
+1.27%
|
$406.63
|
+9.59%($445.62)
|
1.27%
|
2026 Q3
|
~0.25 years
|
|
|
|
NOVA LTD
|
new
|
+4,100
|
4,100
|
+0.05%
|
$385.20
|
|
0.05%
|
2026 Q3
|
~0.25 years
|
|
|
|
JENSEN US QUALITY INDEX ETF
|
new
|
+15,680
|
15,680
|
+0.01%
|
$25.22
|
|
0.01%
|
2026 Q3
|
~0.25 years
|
|
|
|
FERRARI NV
|
+42.51%
|
+1,140
|
3,822
|
+0.01%
|
$392.85
|
+5.90%($416.04)
|
0.05%
|
2025 Q4
|
~1.00 year
|
|
|
|
The TJX Companies Inc
|
+14.16%
|
+71,270
|
574,450
|
+0.3%
|
$132.31
|
+3.77%($137.29)
|
2.38%
|
2013 Q2*
|
> 13 years
|
|
|
|
Aon PLC
|
+10.94%
|
+2,822
|
28,611
|
+0.02%
|
$276.77
|
+21.86%($337.28)
|
0.25%
|
2022 Q4
|
~4.00 years
|
|
|
|
Cintas Corp
|
+8.39%
|
+27,989
|
361,619
|
+0.17%
|
$195.06
|
+15.13%($224.58)
|
2.21%
|
2026 Q2
|
~0.50 years
|
|
|
|
IDEXX Laboratories Inc
|
+4.64%
|
+4,910
|
110,619
|
+0.08%
|
$522.19
|
+33.46%($696.90)
|
1.81%
|
2024 Q2
|
~2.50 years
|
|
|
|
Kroger Company
|
+2.48%
|
+1,550
|
63,940
|
+0%
|
$58.62
|
+17.64%($68.96)
|
0.12%
|
2016 Q3
|
~10.25 years
|
|
Insights | News
Insight
—
New top holding · 2026 Q3
Insight
—
Re-entry · 2026 Q3
Insight
Eric H. Schoenstein's Jensen Investment Management exited its entire HD position, held for ~6 years.
—
Position exited · 2026 Q3
Insight
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".