David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Analog Devices, Inc. (ADI)
← All ADI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q1 0 0.00 Sell 100.00% 4.27 $41.50–52.35 · VW $47.67i SEC
2003   Q4 103,050 4.27 Reduce 6.04% 0.24 $43.10–52.37 · VW $48.46i $4,704,000 SEC
2003   Q3 109,675 4.02 Reduce 19.15% 0.88 $38.02–50.06 · VW $45.94i $4,169,000 SEC
2003   Q2 135,650 4.58 Reduce 4.97% 0.22 $32.11–43.00 · VW $38.70i $4,723,000 SEC
2003   Q1 142,738 4.38 Reduce 3.35% 0.13 $25.75–39.08 · VW $34.46i $3,925,000 SEC
2002   Q4 147,688 3.83 Reduce 3.24% 0.12 $22.58–32.60 · VW $28.11i $3,525,000 SEC
2002   Q3 152,638 3.68 Reduce 11.97% 0.66 $17.88–31.92 · VW $26.83i $3,006,000 SEC
2002   Q2 173,388 5.50 Add 14.49% 0.70 $19.57–36.65 · VW $26.77i $5,149,000 SEC
2002   Q1 151,438 5.84 Add 14.43% 0.74 $33.00–47.95 · VW $39.19i $6,820,000 SEC
2001   Q4 132,338 5.19 Reduce 10.00% 0.45 $36.62–48.84 · VW $40.89i $5,874,000 SEC
2001   Q3 147,050 4.50 Reduce 5.24% 0.26 $29.00–48.87 · VW $40.12i $4,808,000 SEC
2001   Q2 155,175 4.93 Add 8.78% 0.40 $38.41–52.74 · VW $46.34i $6,711,000 SEC
2001   Q1 142,650 4.09 Add 154.62% 2.48 $30.50–53.30 · VW $42.78i $5,170,000 SEC
2000   Q4 56,025 2.09 Buy 2.09 $37.00–64.00 · VW $46.10i $2,868,000 SEC
Price snapshot:
Current price$386.01
52-week low$215.48
52-week high$445.91