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David Rolfe’s V Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+3.15 M Shares
Current Position
87,151 Shares
$30.56 M Value

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.