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Eric H. Schoenstein's Jensen Investment Management increased its MSI position by 64%, from 1.45% to 2.81% of the portfolio.

Now holds 278,721 shares worth $115.75M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Eric H. Schoenstein's Jensen Investment Management bought 109K shares more of Motorola Solutions Inc (MSI) in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026, a 64% increase in the share count. Eric H. Schoenstein now holds 279K shares worth about $115.8M, 2.81% of the portfolio against 1.45% a quarter earlier.

What did the 2026 Q2 filing report for MSI?

As of June 30, 2026, from the 13F-HR filed August 7, 2026.

Before After
Shares 169K 279K
Shares added +109K (64%)
Reported value $73.6M $115.8M
Portfolio weight 1.45% 2.81%
Rank in portfolio 16th of 83

How much did Eric H. Schoenstein add to MSI?

Eric H. Schoenstein added 109K shares of MSI during 2026 Q2, taking the stake from 169K to 279K. The reported value of the position rose by about $42.2M, from about $73.6M to about $115.8M.

Where does MSI sit in the Eric H. Schoenstein portfolio?

MSI ranks 16th of 83 stock positions in the Eric H. Schoenstein portfolio at 2.81%, above the fund's average stock position of 1%. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. The MSI addition was the 16th largest of the quarter's 80 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.

Eric H. Schoenstein buys and sells, 2026 Q2

How long has Eric H. Schoenstein held MSI?

Eric H. Schoenstein first reported MSI in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund had trimmed it by 3%. Every reported trade is on the Eric H. Schoenstein MSI trade history page.

Eric H. Schoenstein shares of MSI by quarter

Did other funds buy or sell MSI in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 2 hold MSI. Of those, 1 trimmed the position this quarter and none added. The largest seller was David Rolfe. Every tracked holder of MSI is on the MSI ownership page.

FAQ

How many MSI shares did Eric H. Schoenstein buy in 2026 Q2?

Eric H. Schoenstein added 109K shares of MSI, a 64% increase, to 279K shares.

What is the MSI position of Eric H. Schoenstein worth now?

The MSI position of Eric H. Schoenstein is worth about $115.8M at June 30, 2026 prices, 2.81% of the portfolio.

Is MSI a top holding of Eric H. Schoenstein?

MSI ranks 16th of 83 stock positions in the Eric H. Schoenstein portfolio, at 2.81%.

Did other funds add to MSI in 2026 Q2?

Among the 2 other tracked funds that hold MSI, none added to it in 2026 Q2 and 1 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst