David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q3 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 Sep 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 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
|