13F filing recap · Q2 2025
What did Wedgewood Partners buy in Q2 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Wedgewood account, including accounts that belong to no fund below.
Stock value
$515.19M
Positions
19
Estimated turnover
13.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Wedgewood Partners opened a new position in Zoetis and exited iShares Trust and UnitedHealth Group. The firm trimmed Taiwan Semiconductor Manufacturing and Alphabet, while making slight reductions across Meta Platforms, Microsoft, Apple, PayPal, Booking Holdings, Visa, Tractor Supply, Motorola, Copart, S&P Global, and Edwards Lifesciences. It added slightly to United Rentals, CDW, Old Dominion Freight Line, and Pool Corporation, and dramatically increased its stake in O’Reilly Automotive.