David Rolfe's META Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 70.6K shares of Meta Platforms, Inc. (META) worth $51.84 M, representing 9.46% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in META, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 74.5K shares. Largest reduction occurred in Q1 2019, reducing 135.0K shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Meta Platforms (META) Holding Value Over Time
Track share changes against reported price movement
Quarterly Meta Platforms (META) Trades by David Rolfe
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +836,032 | New Buy | 836,032 | $159.79 |
| Q2 2018 | -102,443 | Reduce 12.25% | 733,589 | $194.32 |
| Q3 2018 | -43,125 | Reduce 5.88% | 690,464 | $164.46 |
| Q4 2018 | +74,506 | Add 10.79% | 764,970 | $131.09 |
| Q1 2019 | -134,956 | Reduce 17.64% | 630,014 | $166.69 |
| Q2 2019 | -113,261 | Reduce 17.98% | 516,753 | $193.00 |
| Q3 2019 | -33,740 | Reduce 6.53% | 483,013 | $178.08 |
| Q4 2019 | -102,281 | Reduce 21.18% | 380,732 | $205.25 |
| Q1 2020 | -123,169 | Reduce 32.35% | 257,563 | $166.79 |
| Q2 2020 | -38,163 | Reduce 14.82% | 219,400 | $227.06 |
| Q3 2020 | -37,264 | Reduce 16.98% | 182,136 | $261.90 |
| Q4 2020 | -12,436 | Reduce 6.83% | 169,700 | $273.15 |
| Q1 2021 | -11,533 | Reduce 6.80% | 158,167 | $294.52 |
| Q2 2021 | -9,403 | Reduce 5.94% | 148,764 | $347.71 |
| Q3 2021 | -1,834 | Reduce 1.23% | 146,930 | $339.39 |
| Q4 2021 | +23,271 | Add 15.84% | 170,201 | $336.35 |
| Q1 2022 | +48,869 | Add 28.71% | 219,070 | $222.36 |
| Q2 2022 | -1,314 | Reduce 0.60% | 217,756 | $161.24 |
| Q3 2022 | -16,638 | Reduce 7.64% | 201,118 | $135.68 |
| Q4 2022 | -41,027 | Reduce 20.40% | 160,091 | $0.12 |
| Q1 2023 | +26,148 | Add 16.33% | 186,239 | $0.21 |
| Q2 2023 | -18,974 | Reduce 10.19% | 167,265 | $286.97 |
| Q3 2023 | -28,755 | Reduce 17.19% | 138,510 | $300.21 |
| Q4 2023 | -36,390 | Reduce 26.27% | 102,120 | $460.12 |
| Q1 2024 | -16,198 | Reduce 15.86% | 85,922 | $481.54 |
| Q2 2024 | -2,134 | Reduce 2.48% | 83,788 | $515.95 |
| Q3 2024 | -940 | Reduce 1.12% | 82,848 | $580.00 |
| Q4 2024 | -3,291 | Reduce 3.97% | 79,557 | $585.51 |
| Q1 2025 | -10,004 | Reduce 12.57% | 69,553 | $659.36 |
| Q2 2025 | -1,223 | Reduce 1.76% | 68,330 | $776.37 |
| Q3 2025 | +2,264 | Add 3.31% | 70,594 | $734.38 |
David Rolfe's Meta Platforms Investment FAQs
David Rolfe first purchased Meta Platforms, Inc. (META) in Q1 2018, acquiring 836,032 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 Meta Platforms, Inc. (META) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's largest addition to Meta Platforms, Inc. (META) was in Q1 2018, adding 836,032 shares worth $133.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Rolfe's firm, Wedgewood Partners INC, owns 70,594 shares of Meta Platforms, Inc. (META), valued at approximately $51.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Meta Platforms, Inc. (META) represents approximately 9.46% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's peak holding in Meta Platforms, Inc. (META) was 836,032 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.