David Rolfe's Portfolio Update: December 2025 Holdings
Wedgewood Partners' David Rolfe saw his portfolio valued at $535.49 million as of December 31, 2025, with significant changes in holdings like Motorola Solutions Inc (MSI) while others like TSM, GOOGL, and META decreased.
Wedgewood Partners' David Rolfe saw his portfolio valued at $535.49 million as of December 31, 2025.
David Rolfe's portfolio saw significant changes in December. Holdings like TSM, GOOGL, META, AAPL, and MSFT all decreased in shares, with changes ranging from -2.44% to -20.9%. Conversely, Motorola Solutions Inc (MSI) saw a substantial increase of 24.61% in shares. Other notable changes include a slight decrease in Booking Holdings Inc (BKNG) and increases in V, TSCO, and URI, while holdings like MSI, TSCO, and URI saw increases.
For detailed analysis of David Rolfe's holdings, visit his profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. For information on specific stocks like TSM, GOOGL, META, AAPL, MSFT, MSI, BKNG, V, TSCO, and URI, explore their pages at https://www.insiderset.com/investors/stocks/TSM, https://www.insiderset.com/investors/stocks/GOOGL, https://www.insiderset.com/investors/stocks/META, https://www.insiderset.com/investors/stocks/AAPL, https://www.insiderset.com/investors/stocks/MSFT, https://www.insiderset.com/investors/stocks/MSI, https://www.insiderset.com/investors/stocks/BKNG, https://www.insiderset.com/investors/stocks/V, https://www.insiderset.com/investors/stocks/TSCO, and https://www.insiderset.com/investors/stocks/URI.