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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 306,415 0.29 Reduce 49.78% 0.18 $138.37 $42,398,594 SEC
2025   Q4 610,133 0.37 Add 220.37% 0.25 $141.49 $86,327,787 SEC
2025   Q3 190,449 0.09 Add 115.06% 0.05 $138.24 $26,327,707 SEC
2025   Q2 88,558 0.03 Reduce 76.99% 0.11 $128.60 $11,388,570 SEC
2025   Q1 384,795 0.14 Add 21.08% 0.02 $116.39 $44,786,332 SEC
2024   Q4 317,801 0.10 Add 248.76% 0.07 $117.50 $37,341,573 SEC
2024   Q3 91,122 0.03 Reduce 48.13% 0.02 $119.55 $10,893,576 SEC
2024   Q2 175,686 0.05 Add 909.17% 0.05 $112.40 $19,747,153 SEC
2024   Q1 17,409 <0.01 Reduce 82.86% 0.17 $110.13 $1,917,214 SEC
2023   Q4 101,590 0.20 Add 87.14% 0.09 $797.53 $81,021,086 SEC
2023   Q3 54,287 0.01 Add 119.29% <0.01 $92.37 $5,014,488 SEC
2023   Q2 24,756 0.01 Reduce 77.58% 0.02 $95.94 $2,375,053 SEC
2023   Q1 110,412 0.03 Reduce 75.06% 0.08 $91.16 $10,065,246 SEC
2022   Q4 442,679 0.11 Add 33.68% 0.03 $84.88 $37,574,607 SEC
2022   Q3 331,140 0.07 Add 85.06% 0.03 $77.83 $25,773,000 SEC
2022   Q2 178,941 0.04 Add 359.35% 0.03 $83.89 $15,011,000 SEC
2022   Q1 38,955 0.01 Reduce 52.45% <0.01 $99.78 $3,887,000 SEC
2021   Q4 81,927 0.01 Add 2,052.01% <0.01 $105.78 $8,666,000 SEC
2021   Q3 3,807 <0.01 Add 14.32% <0.01 $99.82 $380,000 SEC
2021   Q2 3,330 <0.01 Buy <0.01 $101.20 $337,000 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 SEC
2020   Q4 11,658 <0.01 Buy <0.01 $90.75 $1,058,000 SEC