David Rolfe's Quarterly Portfolio Trends: Focus on Motorola Solutions Increase

Wedgewood Partners' David Rolfe saw mixed quarterly changes in his portfolio as of December 31, 2025. While several major holdings experienced significant reductions in share count and value, there was a notable increase in his stake in Motorola Solutions.

David Rolfe's position in Taiwan Semiconductor Manufacturing Co. (TSM) saw a decrease of 2.44% in shares during the quarter. Similarly, his stake in Alphabet Inc. (GOOGL) experienced a substantial reduction of 20.9% in shares. Shares of Meta Platforms (META) and Apple Inc. (AAPL) also decreased, by 2.07% and 14.36% respectively. Microsoft Corp. (MSFT) saw a slight decrease of 2.16% in shares.

On the positive side, Rolfe increased his position in Motorola Solutions Inc. (MSI) by 24.61% in shares during the quarter. His stake in Booking Holdings Inc. (BKNG) decreased slightly by 1.41%. Other positions with minor share changes include Visa Inc. (V), Tractor Supply Co. (TSCO), and United Rentals Inc. (URI).

For more detailed information on David Rolfe's investment strategy and holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. You can also explore detailed data on individual stocks like Taiwan Semiconductor Manufacturing Co. (TSM) at https://www.insiderset.com/investors/stocks/TSM, Alphabet Inc. (GOOGL) at https://www.insiderset.com/investors/stocks/GOOGL, Motorola Solutions Inc. (MSI) at https://www.insiderset.com/investors/stocks/MSI, and others mentioned in this report.