Wedgewood Partners Inc. activity
Every position David Rolfe opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
8
Reduce
10
Exit
4
22 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| TSCO | Exit | 4.3% to 0% | $21M | Q1→Q2 |
| CDW | Exit | 3.6% to 0% | $18M | Q1→Q2 |
| ZTS | Exit | 2.8% to 0% | $13M | Q1→Q2 |
| IWF | Exit | 0.05% to 0% | $223K | Q1→Q2 |
| AMZN | Add | 4.3% to 6.7% | +35.6% sh | Q1→Q2 |
| PGR | Add | 3.4% to 4.8% | +27.5% sh | Q1→Q2 |
| MSFT | Add | 5.7% to 6.9% | +21.1% sh | Q1→Q2 |
| CB | Add | 3.6% to 4.8% | +26.3% sh | Q1→Q2 |
| V | Add | 5.2% to 6.3% | +7.4% sh | Q1→Q2 |
| META | Add | 7.8% to 8.9% | +16.2% sh | Q1→Q2 |
| TOL | Add | 2.5% to 3.1% | +2.6% sh | Q1→Q2 |
| BKNG | Add | 4.8% to 4.9% | +2317.1% sh | Q1→Q2 |
| TSM | Reduce | 9.0% to 10.4% | −18.4% sh | Q1→Q2 |
| AAPL | Reduce | 7.1% to 7.8% | −3.3% sh | Q1→Q2 |
| CPRT | Reduce | 3.2% to 2.6% | −3.2% sh | Q1→Q2 |
| MSI | Reduce | 6.1% to 5.6% | −3.4% sh | Q1→Q2 |
| ODFL | Reduce | 4.6% to 4.9% | −3.2% sh | Q1→Q2 |
| EW | Reduce | 2.8% to 3.1% | −3.4% sh | Q1→Q2 |
| SPGI | Reduce | 2.8% to 2.6% | −3.2% sh | Q1→Q2 |
| GOOGL | Reduce | 9.3% to 9.4% | −18.3% sh | Q1→Q2 |
| ORLY | Reduce | 3.4% to 3.3% | −3.2% sh | Q1→Q2 |
| URI | Reduce | 3.8% to 3.9% | −33.6% sh | Q1→Q2 |