David Rolfe's GOOGL Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 163,913 shares of Alphabet Inc. (GOOGL) worth $51.3 M, representing 9.58% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, David Rolfe has maintained a long-term strategic position in GOOGL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 780,860 shares. Largest reduction occurred in Q4 2015, reducing 1.89 M shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -43,319 | Reduce 20.90% | 163,913 | $313.00 |
| Q3 2025 | +5,929 | Add 2.95% | 207,232 | $243.10 |
| Q2 2025 | -46,625 | Reduce 18.81% | 201,303 | $195.04 |
| Q1 2025 | +893 | Add 0.36% | 247,928 | $165.37 |
| Q4 2024 | -10,488 | Reduce 4.07% | 247,035 | $189.30 |
| Q3 2024 | -3,332 | Reduce 1.28% | 257,523 | $178.88 |
| Q2 2024 | -6,769 | Reduce 2.53% | 260,855 | $162.29 |
| Q1 2024 | -3,675 | Reduce 1.35% | 267,624 | $172.51 |
| Q4 2023 | -7,951 | Reduce 2.85% | 271,299 | $145.14 |
| Q3 2023 | -63,208 | Reduce 18.46% | 279,250 | $130.86 |
| Q2 2023 | -12,666 | Reduce 3.57% | 342,458 | $119.70 |
| Q1 2023 | +37,745 | Add 11.89% | 355,124 | $0.10 |
| Q4 2022 | -3,769 | Reduce 1.17% | 317,379 | $0.09 |
| Q3 2022 | -8,092 | Reduce 2.46% | 321,148 | $95.65 |
| Q2 2022 | -3,000 | Reduce 0.90% | 329,240 | $108.96 |
| Q1 2022 | -60,360 | Reduce 15.37% | 332,240 | $139.07 |
| Q4 2021 | -3,620 | Reduce 0.91% | 392,600 | $144.85 |
| Q3 2021 | -50,100 | Reduce 11.23% | 396,220 | $133.67 |
| Q2 2021 | -29,060 | Reduce 6.11% | 446,320 | $122.09 |
| Q1 2021 | -39,360 | Reduce 7.65% | 475,380 | $103.12 |
| Q4 2020 | -41,100 | Reduce 7.39% | 514,740 | $87.63 |
| Q3 2020 | -29,740 | Reduce 5.08% | 555,840 | $73.28 |
| Q2 2020 | -55,260 | Reduce 8.62% | 585,580 | $70.90 |
| Q1 2020 | -394,960 | Reduce 38.13% | 640,840 | $58.10 |
| Q4 2019 | -263,400 | Reduce 20.27% | 1.04 M | $66.97 |
| Q3 2019 | +320,700 | Add 32.77% | 1.3 M | $61.06 |
| Q2 2019 | -257,040 | Reduce 20.80% | 978,500 | $54.14 |
| Q1 2019 | -330,340 | Reduce 21.10% | 1.24 M | $58.84 |
| Q4 2018 | -148,640 | Reduce 8.67% | 1.57 M | $52.25 |
| Q3 2018 | -200,280 | Reduce 10.46% | 1.71 M | $60.35 |
| Q2 2018 | -228,240 | Reduce 10.65% | 1.91 M | $56.46 |
| Q1 2018 | -794,100 | Reduce 27.04% | 2.14 M | $51.86 |
| Q4 2017 | -922,780 | Reduce 23.91% | 2.94 M | $52.67 |
| Q3 2017 | -433,960 | Reduce 10.11% | 3.86 M | $48.69 |
| Q2 2017 | -1.68 M | Reduce 28.12% | 4.29 M | $46.48 |
| Q1 2017 | +780,860 | Add 15.04% | 5.97 M | $42.39 |
| Q4 2016 | -755,080 | Reduce 12.70% | 5.19 M | $39.62 |
| Q3 2016 | +577,720 | Add 10.76% | 5.95 M | $40.20 |
| Q2 2016 | -460,180 | Reduce 7.89% | 5.37 M | $35.18 |
| Q1 2016 | -388,320 | Reduce 6.24% | 5.83 M | $38.15 |
| Q4 2015 | -1.89 M | Reduce 23.32% | 6.22 M | $38.90 |
| Q3 2015 | +8.11 M | New Buy | 8.11 M | $31.92 |
David Rolfe's Alphabet Investment FAQs
David Rolfe first purchased Alphabet Inc. (GOOGL) in Q3 2015, acquiring 8,109,180 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Alphabet Inc. (GOOGL) for 42 quarters since Q3 2015.
David Rolfe's largest addition to Alphabet Inc. (GOOGL) was in Q3 2015, adding 8,109,180 shares worth $258.83 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 163,913 shares of Alphabet Inc. (GOOGL), valued at approximately $51.3 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 9.58% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Alphabet Inc. (GOOGL) was 8,109,180 shares, as reported at the end of Q3 2015.