13F filing recap · Q2 2026

What did Wedgewood Partners buy in Q2 2026?

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

$484.43M

Positions

Estimated turnover

29.6%

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 exited Cdw Corp, iShares Trust, Tractor Supply Co, and Zoetis entirely. It trimmed Taiwan Semiconductor Manufacturing and Alphabet, while adding to Meta Platforms, Microsoft, and Amazon.com. Booking Holdings was increased dramatically, and Progressive and Chubb were also added to.

Increased positions

METAMeta Platforms, Inc.$43.08Mreported value+10.7K shares+16.2%MSFTMicrosoft Corporation$33.39Mreported value+15.6K shares+21.1%AMZNAmazon.com Inc$32.28Mreported value+35.5K shares+35.6%VVisa Inc.$30.60Mreported value+6.2K shares+7.4%

Reduced positions

TSMTaiwan Semiconductor Manufacturing$50.38Mreported value-23.9K shares-18.4%GOOGLAlphabet Inc.$45.47Mreported value-28.5K shares-18.3%AAPLApple Inc.$37.81Mreported value-4.4K shares-3.3%MSIMotorola, Inc.$27.26Mreported value-2.3K shares

Exited positions

TSCOTractor Supply Co /de/$20.66Mprior reported value-456.1K shares-100.0%CDWCdw Corp$17.53Mprior reported value-144.9K shares-100.0%ZTSZoetis Inc.$13.42Mprior reported value-113.5K shares-100.0%IWFiShares Trust$223.4Kprior reported value-524 shares