What David Rolfe bought and sold in Q2 2026
In Q2 2026, David Rolfe (Wedgewood Partners) exited 22 (GOOGL, TSM, META).
0New0Added0Trimmed22Exited
Exited (22)
- GOOGLAlphabet Inc-cl Awas 9.2% of book
- TSMTaiwan Semiconductor-sp Adrwas 9.0% of book
- METAMeta Platforms Inc-class Awas 7.8% of book
- AAPLApple Incwas 7.1% of book
- MSIMotorola Solutions Incwas 6.1% of book
- MSFTMicrosoft Corpwas 5.7% of book
- VVisa Inc-class A Shareswas 5.2% of book
- BKNGBooking Holdings Incwas 4.8% of book
- ODFLOld Dominion Freight Linewas 4.6% of book
- AMZNAmazon.com Incwas 4.3% of book
- TSCOTractor Supply Companywas 4.3% of book
- URIUnited Rentals Incwas 3.8% of book
- CBChubb Ltd Switzwas 3.6% of book
- CDWCdw Corp/dewas 3.6% of book
- PGRProgressive Corpwas 3.4% of book
- ORLYO'reilly Automotive Incwas 3.4% of book
- CPRTCopart Incwas 3.2% of book
- SPGIS&p Global Incwas 2.8% of book
- EWEdwards Lifesciences Corpwas 2.8% of book
- ZTSZoetis Incwas 2.8% of book
- TOLToll Brothers Incwas 2.5% of book
- IWFIshares Russell 1000 Growthwas <0.1% of book
David Rolfe'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.