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  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q2 0 0.00 Sell 100.00% <0.01 $35.72–51.55 · VW $43.02i SEC
2008   Q1 1,010 <0.01 Reduce 50.00% <0.01 $33.56–53.40 · VW $45.32i $46,000 SEC
2007   Q4 2,020 <0.01 $52.97 $107,000 SEC
2007   Q3 2,020 <0.01 Buy <0.01 $54.90–73.64 · VW $63.68i $127,000 SEC
2004   Q4 0 0.00 Sell 100.00% <0.01 $47.27–55.96 · VW $52.12i SEC
2004   Q3 391 <0.01 $48.59 $19,000 SEC
2004   Q2 391 <0.01 $53.71 $21,000 SEC
2004   Q1 391 <0.01 $56.27 $22,000 SEC
2003   Q4 391 <0.01 Reduce 43.66% <0.01 $50.72–58.78 · VW $55.18i $23,000 SEC
2003   Q3 694 <0.01 $50.43 $35,000 SEC
2003   Q2 694 <0.01 $43.23 $30,000 SEC
2003   Q1 694 <0.01 $38.35 $26,615 SEC
2002   Q4 694 <0.01 Reduce 31.42% <0.01 $28.80–46.83 · VW $39.74i $28,000 SEC
2002   Q3 1,012 <0.01 $33,880.43 $34,287,000 SEC
2002   Q2 1,012 <0.01 $43,080.04 $43,597,000 SEC
2002   Q1 1,012 0.02 $57,310.28 $57,998,000 SEC
2001   Q4 1,012 0.03 $55,939.72 $56,611,000 SEC
2001   Q3 1,012 0.03 $46,349.80 $46,906,000 SEC
2001   Q2 1,012 0.04 $64,230.24 $65,001,000 SEC
2001   Q1 1,012 0.04 $53,500.00 $54,142,000 SEC
2000   Q4 1,012 0.06 $79,250.00 $80,201,000 SEC
2000   Q3 1,012 0.07 Buy 0.07 $83.50–110.00 · VW $96.26i $92,537,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47