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.