What did David Rolfe buy in Q2 2025?

David Rolfe opened 1 new position (ZTS) and added to 1 existing holding in the Q2 2025 13F.

What did David Rolfe sell in Q2 2025?

David Rolfe exited 2 positions (UNH, IWF) and trimmed 0.

What David Rolfe bought and sold in Q2 2025

In Q2 2025, David Rolfe (Wedgewood Partners) opened 1 new position — including ZTS (3.6%), added to 1, exited 2 (UNH, IWF). The book stood at $515M across 19 positions, filed Aug 14, 2025.

1New1Added0Trimmed2Exited

Share𝕏 in

New positions (1)

ZTSZoetis Inc3.6% · $19M

Added to (1)

ORLYO'reilly Automotive Inc+1371% shares · 3.6% · $19M

Exited (2)

UNHUnitedhealth Group Incwas 0.6% of book
IWFIshares Russell 1000 Growthwas 0.6% of book

David Rolfe's other filings

Q1 2026 changes Q4 2025 changes Q1 2025 changes Q4 2024 changes

David Rolfe's full portfolio →The whole cohort in Q2 2025 →

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.