What Jensen Investment Management bought and sold in Q1 2026
In Q1 2026, Jensen Investment Management (Jensen Investment Management) added to 4, trimmed 18, exited 5 (FDS, HO1, ON). The book stood at $5.07B across 84 positions, filed May 5, 2026.
0New4Added18Trimmed5Exited
Added to (4)
Trimmed (18)
- NVDANvidia Corp-28% shares · 5.6% · $285M
- ABTAbbott Laboratories-21% shares · 3.0% · $153M
- WMWaste Management Inc-35% shares · 3.0% · $150M
- PGProcter & Gamble Co/the-22% shares · 2.8% · $144M
- MCDMcdonald's Corp-38% shares · 1.7% · $86M
- CPRTCopart Inc-26% shares · 1.0% · $53M
- INTUIntuit Inc-62% shares · 0.9% · $45M
- ADPAutomatic Data Processing-83% shares · 0.4% · $21M
- CLXClorox Company-33% shares · 0.1% · $5M
- KEYSKeysight Technologies IN-39% shares · 0.1% · $5M
- MSCIMsci Inc-21% shares · 0.1% · $4M
- TTCToro CO-46% shares · <0.1% · $2M
- DCIDonaldson CO Inc-42% shares · <0.1% · $2M
- NDSNNordson Corp-42% shares · <0.1% · $2M
- OMCOmnicom Group-35% shares · <0.1% · $2M
- HDHome Depot Inc-41% shares · <0.1% · $481K
- UNHUnitedhealth Group Inc-62% shares · <0.1% · $403K
- TXNTexas Instruments Inc-86% shares · <0.1% · $272K
Exited (5)
Jensen Investment Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.