David Rolfe’s V Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+3.15 M shares
Current Position
89,120 shares
$30.42 M value

David Rolfe's V Position Overview

David Rolfe (via Wedgewood Partners INC) currently holds 89.1K shares of Visa Inc. (V) worth $30.42 M, representing 5.55% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 1.3M shares. Largest reduction occurred in Q1 2014, reducing 1.2M 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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +3.15 M Add 0.00% 3.15 M $45.69
Q3 2013 +301,176 Add 9.56% 3.45 M $47.77
Q4 2013 +147,476 Add 4.27% 3.6 M $55.67
Q1 2014 -1.16 M Reduce 32.15% 2.44 M $53.96
Q2 2014 +1.35 M Add 55.23% 3.79 M $52.68
Q3 2014 +256,920 Add 6.78% 4.05 M $53.34
Q4 2014 +411,536 Add 10.17% 4.46 M $65.55
Q1 2015 -42,457 Reduce 0.95% 4.42 M $65.41
Q2 2015 -121,510 Reduce 2.75% 4.3 M $67.15
Q3 2015 -516,412 Reduce 12.02% 3.78 M $69.66
Q4 2015 -585,185 Reduce 15.49% 3.19 M $77.55
Q1 2016 -113,421 Reduce 3.55% 3.08 M $76.48
Q2 2016 -89,404 Reduce 2.90% 2.99 M $74.17
Q3 2016 +216,030 Add 7.22% 3.21 M $82.70
Q4 2016 +46,471 Add 1.45% 3.25 M $78.02
Q1 2017 -386,375 Reduce 11.88% 2.87 M $88.87
Q2 2017 -639,178 Reduce 22.29% 2.23 M $93.78
Q3 2017 -389,181 Reduce 17.47% 1.84 M $105.24
Q4 2017 -416,551 Reduce 22.66% 1.42 M $114.02
Q1 2018 -183,610 Reduce 12.91% 1.24 M $119.62
Q2 2018 -154,395 Reduce 12.47% 1.08 M $132.45
Q3 2018 -102,650 Reduce 9.47% 981,440 $150.09
Q4 2018 -98,134 Reduce 10.00% 883,306 $131.94
Q1 2019 -189,328 Reduce 21.43% 693,978 $156.19
Q2 2019 -86,390 Reduce 12.45% 607,588 $173.55
Q3 2019 -35,656 Reduce 5.87% 571,932 $172.01
Q4 2019 -166,651 Reduce 29.14% 405,281 $187.90
Q1 2020 -163,722 Reduce 40.40% 241,559 $161.12
Q2 2020 -17,831 Reduce 7.38% 223,728 $193.16
Q3 2020 -11,579 Reduce 5.18% 212,149 $199.96
Q4 2020 -11,935 Reduce 5.63% 200,214 $218.73
Q1 2021 -53,340 Reduce 26.64% 146,874 $211.72
Q2 2021 -6,328 Reduce 4.31% 140,546 $233.82
Q3 2021 -1,394 Reduce 0.99% 139,152 $222.75
Q4 2021 +68,315 Add 49.09% 207,467 $216.71
Q1 2022 +11,012 Add 5.31% 218,479 $221.77
Q2 2022 -21,934 Reduce 10.04% 196,545 $196.89
Q3 2022 -5,316 Reduce 2.70% 191,229 $177.65
Q4 2022 -1,153 Reduce 0.60% 190,076 $0.21
Q1 2023 -3,018 Reduce 1.59% 187,058 $0.23
Q2 2023 -10,393 Reduce 5.56% 176,665 $237.48
Q3 2023 -57,824 Reduce 32.73% 118,841 $230.01
Q4 2023 +14,382 Add 12.10% 133,223 $275.81
Q1 2024 -1,822 Reduce 1.37% 131,401 $281.50
Q2 2024 -3,043 Reduce 2.32% 128,358 $259.89
Q3 2024 -1,720 Reduce 1.34% 126,638 $309.48
Q4 2024 -5,439 Reduce 4.29% 121,199 $316.04
Q1 2025 -31,511 Reduce 26.00% 89,688 $356.46
Q2 2025 -4,085 Reduce 4.55% 85,603 $342.15
Q3 2025 +3,517 Add 4.11% 89,120 $341.38

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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

David Rolfe's largest addition to Visa Inc. (V) was in Q2 2013, adding 3,150,588 shares worth $143.94 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 89,120 shares of Visa Inc. (V), valued at approximately $30.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Visa Inc. (V) represents approximately 5.55% 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 Visa Inc. (V) was 4,459,268 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.