David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - Cummins Inc., Cognizant Technology Solutions , Gilead Sciences, Inc., QUALCOMM Incorporated, Charles Schwab Corporation (The, and 4 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
CMI
Cummins Inc.
|
Buy - Position Entry |
+1,053,711
|
|
Q2 2013
|
CTSH
Cognizant Technology Solutions
|
Buy - Position Entry |
+2,773,365
|
|
Q2 2013
|
GILD
Gilead Sciences, Inc.
|
Buy - Position Entry |
+1,872,512
|
|
Q2 2013
|
QCOM
QUALCOMM Incorporated
|
Buy - Position Entry |
+2,623,177
|
|
Q2 2013
|
SCHW
Charles Schwab Corporation (The
|
Buy - Position Entry |
+5,338,138
|
|
Q2 2013
|
SLB
Schlumberger N.V.
|
Buy - Position Entry |
+1,243,079
|
|
Q2 2013
|
SRCL
Stericycle, Inc.
|
Buy - Position Entry |
+917,848
|
|
Q2 2013
|
V
Visa Inc.
|
Buy - Position Entry |
+592,647
|
|
Q2 2013
|
VRSK
Verisk Analytics, Inc.
|
Buy - Position Entry |
+1,630,306
|