Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  iShares MSCI ACWI ETF (ACWI)
← All ACWI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 306,415 0.29 Reduce 49.78% 0.18 $133.65–148.75 · VW $143.02i $42,398,594 SEC
2025   Q4 610,133 0.37 Add 220.37% 0.25 $135.23–143.24 · VW $140.30i $86,327,787 SEC
2025   Q3 190,449 0.09 Add 115.06% 0.05 $127.77–139.29 · VW $132.72i $26,327,707 SEC
2025   Q2 88,558 0.03 Reduce 76.99% 0.11 $101.25–128.81 · VW $118.80i $11,388,570 SEC
2025   Q1 384,795 0.14 Add 21.08% 0.02 $114.26–124.15 · VW $119.33i $44,786,332 SEC
2024   Q4 317,801 0.10 Add 248.76% 0.07 $116.36–123.58 · VW $119.19i $37,341,573 SEC
2024   Q3 91,122 0.03 Reduce 48.13% 0.02 $105.31–120.24 · VW $114.44i $10,893,576 SEC
2024   Q2 175,686 0.05 Add 909.17% 0.05 $104.29–113.32 · VW $109.62i $19,747,153 SEC
2024   Q1 17,409 <0.01 Reduce 82.86% 0.16 $99.26–110.37 · VW $104.19i $1,917,214 SEC
2023   Q4 101,590 0.20 Add 87.14% 0.09 $88.34–102.28 · VW $95.74i $81,021,086 SEC
2023   Q3 54,287 0.01 Add 119.29% <0.01 $91.32–99.53 · VW $96.11i $5,014,488 SEC
2023   Q2 24,756 0.01 Reduce 77.58% 0.02 $90.40–96.81 · VW $92.99i $2,375,053 SEC
2023   Q1 110,412 0.03 Reduce 75.06% 0.08 $84.40–93.24 · VW $89.27i $10,065,246 SEC
2022   Q4 442,679 0.11 Add 33.68% 0.03 $75.71–90.37 · VW $84.63i $37,574,607 SEC
2022   Q3 331,140 0.07 Add 85.06% 0.03 $77.77–93.06 · VW $85.12i $25,773,000 SEC
2022   Q2 178,941 0.04 Add 359.35% 0.03 $81.26–101.40 · VW $90.55i $15,011,000 SEC
2022   Q1 38,955 0.01 Reduce 52.45% <0.01 $91.53–106.78 · VW $99.39i $3,887,000 SEC
2021   Q4 81,927 0.01 Add 2052.01% <0.01 $98.94–107.46 · VW $104.10i $8,666,000 SEC
2021   Q3 3,807 <0.01 Add 14.32% <0.01 $98.82–105.41 · VW $102.09i $380,000 SEC
2021   Q2 3,330 <0.01 Buy <0.01 $95.84–101.69 · VW $99.47i $337,000 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 $89.44–96.94 · VW $92.93i SEC
2020   Q4 11,658 <0.01 Buy <0.01 $77.34–90.99 · VW $84.10i $1,058,000 SEC
Price snapshot:
Current price$155.94
Avg. buy price$138.30
+/- since buy12.75%
52-week low$125.84
52-week high$159.00