David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q3 2013)
As of Sep 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 Q3 2013, the filing reported:
Increases - Cummins Inc., Cognizant Technology Solutions , Gilead Sciences, Inc., QUALCOMM Incorporated, Schlumberger N.V., and 1 more
Reductions - Charles Schwab Corporation (The
Complete Exits - Visa Inc., Verisk Analytics, Inc.
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 |
|---|---|---|---|
|
Q3 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+837,328
|
|
Q3 2013
|
AXP
American Express Company
|
Buy - Position Entry |
+1,388,732
|
|
Q3 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+2,460,379
|
|
Q3 2013
|
CMI
Cummins Inc.
|
Buy |
+483,951
|
|
Q3 2013
|
CTSH
Cognizant Technology Solutions
|
Buy |
+365,727
|
|
Q3 2013
|
GILD
Gilead Sciences, Inc.
|
Buy |
+641,402
|
|
Q3 2013
|
QCOM
QUALCOMM Incorporated
|
Buy |
+1,368,469
|
|
Q3 2013
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-354,675
|
|
Q3 2013
|
SLB
Schlumberger N.V.
|
Buy |
+600,398
|
|
Q3 2013
|
SRCL
Stericycle, Inc.
|
Buy |
+553,680
|
|
Q3 2013
|
V
Visa Inc.
|
Sell - Position Exit |
-592,647
|
|
Q3 2013
|
VRSK
Verisk Analytics, Inc.
|
Sell - Position Exit |
-1,630,306
|