David Rolfe of Wedgewood Partners Reduces Tech Exposure, Increases Motorola Solutions Stake in Q4 2025 Portfolio
Wedgewood Partners' David Rolfe significantly reduced holdings in major tech stocks like Google and Apple while increasing his stake in Motorola Solutions during the fourth quarter of 2025.
For the period ending December 31, 2025, Wedgewood Partners' David Rolfe demonstrated notable shifts in his investment strategy, as reflected in his portfolio holdings. The analysis of his disclosed transactions reveals a clear pattern of reducing exposure in large-cap technology and communication services stocks while increasing allocation in select industrial and financial services names.
Among the most significant activities during this quarter were substantial reductions in several major holdings. Rolfe decreased his stake in Alphabet Inc. (GOOGL) by 20.9%, reducing his total shares by 43,319. Similarly, he sold a considerable portion of his Apple Inc. (AAPL) position, cutting shares by 14.36% (23,970 shares). His investment in Meta Platforms Inc. (META) also saw a significant reduction, with a 2.07% decrease in shares. Microsoft Corp. (MSFT) experienced a 2.16% reduction in holdings, and Visa Inc. (V) saw a 2.21% decline in shares held.
Conversely, Rolfe increased his position in Motorola Solutions Inc. (MSI) substantially during the quarter, adding 24.61% more shares. This represents a significant allocation increase for this industrial technology stock. His stake in Tractor Supply Co. (TSCO) also grew slightly by 1.81%, while his position in United Rentals Inc. (URI) increased by 1.53%. However, no purchases in new positions or exits from existing positions were disclosed for this reporting period.
These changes resulted in a portfolio where Technology and Communication Services sectors, which house several of the largest holdings like TSM, GOOGL, META, and AAPL, now collectively represent 33.76% of the total portfolio allocation. Financial Services and Consumer Cyclical sectors also feature prominently, accounting for 11.53% and 10.31% respectively.
For more detailed information on David Rolfe's investment activities, please visit his profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. You can explore his individual stock holdings, including Alphabet Inc. (GOOGL), Apple Inc. (AAPL), and Motorola Solutions Inc. (MSI), on the respective company pages.