David Rolfe - Wedgewood Partners Inc
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  Express Scripts (EPR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 10.64 SEC
2013   Q1 2,909,120 10.64 Add 37.88% 2.92 $57.65 $167,711,000 SEC
2012   Q4 2,109,953 10.16 Add 30.02% 2.35 $54.00 $113,937,000 SEC
2012   Q3 1,622,838 12.52 Add 11.11% 1.25 $62.67 $101,703,000 SEC
2012   Q2 1,460,541 11.73 Add 8.71% 0.94 $55.83 $81,542,000 SEC
2012   Q1 1,343,488 10.89 Add 4.36% 0.46 $54.18 $72,790,000 SEC
2011   Q4 1,287,354 12.15 Add 20.50% 2.07 $44.69 $57,532,000 SEC
2011   Q3 1,068,327 7.87 Add 46.41% 2.49 $37.07 $39,602,000 SEC
2011   Q2 729,690 6.28 Reduce 18.56% 1.58 $54.00 $39,403,000 SEC
2011   Q1 896,004 8.51 Add 10.60% 0.82 $55.61 $49,826,000 SEC
2010   Q4 810,121 8.04 Add 2.47% 0.19 $54.05 $43,787,000 SEC
2010   Q3 790,571 8.17 Add 68.98% 3.34 $48.70 $38,500,000 SEC
2010   Q2 467,861 5.59 Add 58.09% 2.05 $47.02 $21,998,000 SEC
2010   Q1 295,943 7.48 Reduce 10.15% 0.85 $101.76 $30,115,000 SEC
2009   Q4 329,385 8.33 Buy 8.33 $86.45 $28,475,000 SEC
2009   Q3 0 0.00 Sell 100.00% 8.95 SEC
2009   Q2 332,906 8.95 Add 12.75% 1.01 $68.75 $22,887,000 SEC
2009   Q1 295,262 6.18 Add 0.46% 0.03 $46.17 $13,632,000 SEC
2008   Q4 293,922 8.26 Reduce 2.31% 0.19 $54.98 $16,159,000 SEC
2008   Q3 300,869 8.44 Reduce 8.72% 0.60 $73.82 $22,210,000 SEC
2008   Q2 329,626 6.86 Reduce 5.56% 0.41 $62.72 $20,674,000 SEC
2008   Q1 349,031 7.43 Add 20.24% 1.25 $64.09 $22,371,000 SEC
2007   Q4 290,290 6.32 Reduce 4.81% 0.22 $73.00 $21,191,000 SEC
2007   Q3 304,957 4.56 Add 5.56% 0.24 $55.82 $17,022,000 SEC
2007   Q2 288,905 3.94 Buy 3.94 $50.01 $14,448,000 SEC