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 (ESRX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 0.12 SEC
2017   Q4 40,400 0.12 Reduce 13.86% 0.01 $74.63 $3,015,000 SEC
2017   Q3 46,900 0.10 Reduce 26.55% 0.03 $63.30 $2,969,000 SEC
2017   Q2 63,850 0.12 Reduce 31.10% 0.05 $63.84 $4,076,000 SEC
2017   Q1 92,675 0.16 Reduce 94.64% 2.74 $65.91 $6,108,000 SEC
2016   Q4 1,729,027 2.90 Reduce 43.61% 1.98 $68.79 $118,938,000 SEC
2016   Q3 3,066,390 4.54 Reduce 5.69% 0.28 $70.53 $216,272,000 SEC
2016   Q2 3,251,358 5.00 Reduce 18.45% 0.92 $75.80 $246,452,000 SEC
2016   Q1 3,987,074 4.97 Reduce 22.13% 1.70 $68.69 $273,872,000 SEC
2015   Q4 5,120,114 7.69 Reduce 10.91% 0.77 $87.41 $447,549,000 SEC
2015   Q3 5,746,965 7.09 Reduce 12.14% 1.00 $80.96 $465,274,000 SEC
2015   Q2 6,541,035 8.21 Reduce 1.23% 0.10 $88.94 $581,759,000 SEC
2015   Q1 6,622,442 8.19 Add 0.04% <0.01 $86.77 $574,629,000 SEC
2014   Q4 6,620,076 7.96 Add 11.12% 0.80 $84.67 $560,522,000 SEC
2014   Q3 5,957,369 7.15 Add 7.79% 0.52 $70.63 $420,769,000 SEC
2014   Q2 5,526,574 7.01 Add 11.43% 0.72 $69.33 $383,157,000 SEC
2014   Q1 4,959,737 7.13 Add 21.53% 1.26 $75.09 $372,427,000 SEC
2013   Q4 4,080,938 6.19 Add 6.63% 0.38 $70.24 $286,645,000 SEC
2013   Q3 3,827,273 5.91 Add 12.28% 0.65 $61.80 $236,525,000 SEC
2013   Q2 3,408,739 7.94 Buy 7.94 $61.74 $210,456,000 SEC