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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  Invesco QQQ Trust (QQQ)
← All QQQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.14 $260.34–321.17 · VW $299.46i SEC
2022   Q4 2,825 0.14 Buy 0.14 $254.26–296.88 · VW $276.08i $752,000 SEC
Price snapshot:
Current price$711.74
52-week low$548.92
52-week high$747.83
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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