Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, GOOGL, META, AAPL, MSFT, and represent 43.38% of Wedgewood Partners's stock portfolio.
- Added to shares of these 8 stocks: BKNG (+$23M), AMZN (+$8.5M), META (+$6.0M), MSFT (+$5.8M), PGR (+$5.0M), CB, V, TOL.
- Reduced shares in these 10 stocks: TSCO (-$21M), CDW (-$18M), , TSM (-$11M), GOOGL (-$10M), URI (-$9.6M), AAPL, MSI, ODFL, ORLY.
- Sold out of its positions in CDW, IWF, TSCO, ZTS.
- Wedgewood Partners was a net seller of stock by $-33M.
- Wedgewood Partners has $484M in assets under management (AUM), dropping by 0.03%.
- Central Index Key (CIK): 0000859804
Tip: Access up to 7 years of quarterly data
Positions held by Wedgewood Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.4 | $50M | -18% | 106k | 477.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $46M | -18% | 127k | 357.37 |
|
| Meta Platforms Cl A (META) | 8.9 | $43M | +16% | 77k | 563.29 |
|
| Apple (AAPL) | 7.8 | $38M | -3% | 131k | 289.36 |
|
| Microsoft Corporation (MSFT) | 6.9 | $33M | +21% | 90k | 373.02 |
|
| Amazon (AMZN) | 6.7 | $32M | +35% | 135k | 238.34 |
|
| Visa Com Cl A (V) | 6.3 | $31M | +7% | 89k | 343.09 |
|
| Motorola Solutions Com New (MSI) | 5.6 | $27M | -3% | 66k | 415.29 |
|
| Old Dominion Freight Line (ODFL) | 4.9 | $24M | -3% | 110k | 216.60 |
|
| Booking Holdings (BKNG) | 4.9 | $24M | +2317% | 133k | 178.24 |
|
| Progressive Corporation (PGR) | 4.8 | $23M | +27% | 106k | 218.45 |
|
| Chubb (CB) | 4.8 | $23M | +26% | 68k | 340.74 |
|
| United Rentals (URI) | 3.9 | $19M | -33% | 17k | 1132.86 |
|
| O'reilly Automotive (ORLY) | 3.3 | $16M | -3% | 173k | 92.09 |
|
| Edwards Lifesciences (EW) | 3.1 | $15M | -3% | 165k | 90.46 |
|
| Toll Brothers (TOL) | 3.1 | $15M | +2% | 91k | 164.75 |
|
| S&p Global (SPGI) | 2.6 | $13M | -3% | 31k | 407.26 |
|
| Copart (CPRT) | 2.6 | $13M | -3% | 448k | 28.19 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2026 Q2 filed Aug. 14, 2026
- Wedgewood Partners 2026 Q1 filed May 15, 2026
- Wedgewood Partners 2025 Q4 filed Feb. 17, 2026
- Wedgewood Partners 2025 Q3 filed Nov. 14, 2025
- Wedgewood Partners 2025 Q2 filed Aug. 14, 2025
- Wedgewood Partners 2025 Q1 filed May 15, 2025
- Wedgewood Partners 2024 Q4 filed Feb. 14, 2025
- Wedgewood Partners 2024 Q3 filed Nov. 14, 2024
- Wedgewood Partners 2024 Q2 filed Aug. 13, 2024
- Wedgewood Partners 2024 Q1 filed May 16, 2024
- Wedgewood Partners 2023 Q4 filed Feb. 14, 2024
- Wedgewood Partners 2023 Q3 filed Nov. 14, 2023
- Wedgewood Partners 2023 Q2 filed Aug. 14, 2023
- Wedgewood Partners 2023 Q1 filed May 15, 2023
- Wedgewood Partners 2022 Q4 filed Feb. 14, 2023
- Wedgewood Partners 2022 Q3 filed Nov. 14, 2022