Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  FactSet Research Systems Inc. (FDS)
← All FDS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.05 $185.00–300.63 · VW $226.76i SEC
2025   Q4 11,810 0.05 $290.19 $3,427,144 SEC
2025   Q3 11,810 0.04 Add 13.56% <0.01 $282.01–453.41 · VW $354.89i $3,383,447 SEC
2025   Q2 10,400 0.05 $447.28 $4,651,712 SEC
2025   Q1 10,400 0.05 Reduce 13.33% <0.01 $423.56–484.33 · VW $459.22i $4,728,256 SEC
2024   Q4 12,000 0.05 $480.28 $5,763,360 SEC
2024   Q3 12,000 0.05 Add 11.63% <0.01 $395.89–475.25 · VW $431.73i $5,518,200 SEC
2024   Q2 10,750 0.04 $408.27 $4,388,903 SEC
2024   Q1 10,750 0.04 $454.39 $4,884,693 SEC
2023   Q4 10,750 0.04 $477.05 $5,128,288 SEC
2023   Q3 10,750 0.04 Reduce 3.33% <0.01 $385.28–448.93 · VW $429.09i $4,700,545 SEC
2023   Q2 11,120 0.03 Reduce 3.14% <0.01 $380.96–429.98 · VW $402.45i $4,455,228 SEC
2023   Q1 11,480 0.04 $410.68 $4,714,606 SEC
2022   Q4 11,480 0.04 Reduce 12.63% <0.01 $389.65–474.13 · VW $425.99i $4,605,891 SEC
2022   Q3 13,140 0.05 Reduce 26.39% 0.02 $383.37–458.35 · VW $420.76i $5,257,000 SEC
2022   Q2 17,850 0.06 $384.59 $6,865,000 SEC
2022   Q1 17,850 0.06 Add 9.64% <0.01 $381.79–486.49 · VW $423.82i $7,750,000 SEC
2021   Q4 16,280 0.06 Reduce 15.69% <0.01 $388.62–495.40 · VW $462.73i $7,912,000 SEC
2021   Q3 19,310 0.06 Add 20.99% 0.01 $332.67–400.56 · VW $371.23i $7,623,000 SEC
2021   Q2 15,960 0.04 Add 39.88% 0.01 $306.86–365.77 · VW $334.23i $5,356,000 SEC
2021   Q1 11,410 0.03 Buy 0.03 $294.21–337.70 · VW $311.98i $3,521,000 SEC
Price snapshot:
Current price$263.11
52-week low$183.16
52-week high$445.80