David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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
|