David Rolfe's V Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 87,151 shares of Visa Inc. (V) worth $30.56 M, representing 5.71% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, David Rolfe has maintained a long-term strategic position in V, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 1.35 M shares. Largest reduction occurred in Q1 2014, reducing 1.16 M shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,969 | Reduce 2.21% | 87,151 | $350.71 |
| Q3 2025 | +3,517 | Add 4.11% | 89,120 | $341.38 |
| Q2 2025 | -4,085 | Reduce 4.55% | 85,603 | $342.15 |
| Q1 2025 | -31,511 | Reduce 26.00% | 89,688 | $356.46 |
| Q4 2024 | -5,439 | Reduce 4.29% | 121,199 | $316.04 |
| Q3 2024 | -1,720 | Reduce 1.34% | 126,638 | $309.48 |
| Q2 2024 | -3,043 | Reduce 2.32% | 128,358 | $259.89 |
| Q1 2024 | -1,822 | Reduce 1.37% | 131,401 | $281.50 |
| Q4 2023 | +14,382 | Add 12.10% | 133,223 | $275.81 |
| Q3 2023 | -57,824 | Reduce 32.73% | 118,841 | $230.01 |
| Q2 2023 | -10,393 | Reduce 5.56% | 176,665 | $237.48 |
| Q1 2023 | -3,018 | Reduce 1.59% | 187,058 | $0.23 |
| Q4 2022 | -1,153 | Reduce 0.60% | 190,076 | $0.21 |
| Q3 2022 | -5,316 | Reduce 2.70% | 191,229 | $177.65 |
| Q2 2022 | -21,934 | Reduce 10.04% | 196,545 | $196.89 |
| Q1 2022 | +11,012 | Add 5.31% | 218,479 | $221.77 |
| Q4 2021 | +68,315 | Add 49.09% | 207,467 | $216.71 |
| Q3 2021 | -1,394 | Reduce 0.99% | 139,152 | $222.75 |
| Q2 2021 | -6,328 | Reduce 4.31% | 140,546 | $233.82 |
| Q1 2021 | -53,340 | Reduce 26.64% | 146,874 | $211.72 |
| Q4 2020 | -11,935 | Reduce 5.63% | 200,214 | $218.73 |
| Q3 2020 | -11,579 | Reduce 5.18% | 212,149 | $199.96 |
| Q2 2020 | -17,831 | Reduce 7.38% | 223,728 | $193.16 |
| Q1 2020 | -163,722 | Reduce 40.40% | 241,559 | $161.12 |
| Q4 2019 | -166,651 | Reduce 29.14% | 405,281 | $187.90 |
| Q3 2019 | -35,656 | Reduce 5.87% | 571,932 | $172.01 |
| Q2 2019 | -86,390 | Reduce 12.45% | 607,588 | $173.55 |
| Q1 2019 | -189,328 | Reduce 21.43% | 693,978 | $156.19 |
| Q4 2018 | -98,134 | Reduce 10.00% | 883,306 | $131.94 |
| Q3 2018 | -102,650 | Reduce 9.47% | 981,440 | $150.09 |
| Q2 2018 | -154,395 | Reduce 12.47% | 1.08 M | $132.45 |
| Q1 2018 | -183,610 | Reduce 12.91% | 1.24 M | $119.62 |
| Q4 2017 | -416,551 | Reduce 22.66% | 1.42 M | $114.02 |
| Q3 2017 | -389,181 | Reduce 17.47% | 1.84 M | $105.24 |
| Q2 2017 | -639,178 | Reduce 22.29% | 2.23 M | $93.78 |
| Q1 2017 | -386,375 | Reduce 11.88% | 2.87 M | $88.87 |
| Q4 2016 | +46,471 | Add 1.45% | 3.25 M | $78.02 |
| Q3 2016 | +216,030 | Add 7.22% | 3.21 M | $82.70 |
| Q2 2016 | -89,404 | Reduce 2.90% | 2.99 M | $74.17 |
| Q1 2016 | -113,421 | Reduce 3.55% | 3.08 M | $76.48 |
| Q4 2015 | -585,185 | Reduce 15.49% | 3.19 M | $77.55 |
| Q3 2015 | -516,412 | Reduce 12.02% | 3.78 M | $69.66 |
| Q2 2015 | -121,510 | Reduce 2.75% | 4.3 M | $67.15 |
| Q1 2015 | -42,457 | Reduce 0.95% | 4.42 M | $65.41 |
| Q4 2014 | +411,536 | Add 10.17% | 4.46 M | $65.55 |
| Q3 2014 | +256,920 | Add 6.78% | 4.05 M | $53.34 |
| Q2 2014 | +1.35 M | Add 55.23% | 3.79 M | $52.68 |
| Q1 2014 | -1.16 M | Reduce 32.15% | 2.44 M | $53.96 |
| Q4 2013 | +147,476 | Add 4.27% | 3.6 M | $55.67 |
| Q3 2013 | +301,176 | Add 9.56% | 3.45 M | $47.77 |
| Q2 2013 | +3.15 M | Add 0.00% | 3.15 M | $45.69 |
David Rolfe's Visa Investment FAQs
David Rolfe first purchased Visa Inc. (V) in Q2 2013, acquiring 3,150,588 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 Visa Inc. (V) for 51 quarters since Q2 2013.
David Rolfe's largest addition to Visa Inc. (V) was in Q2 2013, adding 3,150,588 shares worth $143.94 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 87,151 shares of Visa Inc. (V), valued at approximately $30.56 M.
As of the Q4 2025 filing, Visa Inc. (V) represents approximately 5.71% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Visa Inc. (V) was 4,459,268 shares, as reported at the end of Q4 2014.