David Rolfe - Wedgewood Partners – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by David Rolfe - Wedgewood Partners during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 99,907 | $208.27 | Increased | 71.47% | 4.30% | $20.81M | 2026 Q1 |
| PGR | 83,352 | $198.24 | Buy | 100.00% | 3.41% | $16.52M | 2026 Q1 |
| ZTS | 113,541 | $118.21 | Increased | 8.44% | 2.77% | $13.42M | 2026 Q1 |
| TOL | 88,275 | $136.47 | Buy | 100.00% | 2.49% | $12.05M | 2026 Q1 |
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