What did David Rolfe buy in Q2 2026?

David Rolfe opened 0 new positions and added to 4 existing holdings in the Q2 2026 13F.

What did David Rolfe sell in Q2 2026?

David Rolfe exited 4 positions (TSCO, CDW, ZTS, IWF) and trimmed 1.

What David Rolfe bought and sold in Q2 2026

In Q2 2026, David Rolfe (Wedgewood Partners) added to 4, trimmed 1, exited 4 (TSCO, CDW, ZTS). The book stood at $484M across 18 positions, filed Aug 14, 2026.

0New4Added1Trimmed4Exited

Share𝕏 in

Added to (4)

MSFTMicrosoft Corp+21% shares · 6.9% · $33M
AMZNAmazon.com Inc+36% shares · 6.7% · $32M
PGRProgressive Corp+27% shares · 4.8% · $23M
CBChubb Limited+26% shares · 4.8% · $23M

Trimmed (1)

URIUnited Rentals Inc-34% shares · 3.9% · $19M

Exited (4)

TSCOTractor Supply Companywas 4.3% of book
CDWCdw Corp/dewas 3.6% of book
ZTSZoetis Incwas 2.8% of book
IWFIshares Russell 1000 Growthwas <0.1% of book

David Rolfe's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes

David Rolfe's full portfolio →The whole cohort in Q2 2026 →

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.