Wedgewood Partners Inc

Period:: Q4 2025
Portfolio date:: Dec 31, 2025
No. of stocks:: 21
Portfolio value:: $535,492,000
Filed:: Feb 17, 2026
CIK:: 859804

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 262 new2 added2 reduced1 exited
≡	PYPL – PAYPAL HLDGS INC	Sell	−215,900	−2.35
≡	TSM – TAIWAN SEMICONDUCTOR MANUFAC	Reduce 30.00%	−55,308	−1.45
≡	ETHB – ISHARES TR	Reduce 96.00%	−11,495	−1.02
Q4 2025filed Feb 17, 263 new3 added4 reduced1 exited
≡	PYPL – PAYPAL HLDGS INC	Reduce 55.00%	−268,751	−3.58
≡	POOL – POOL CORP	Sell	−32,322	−1.83
≡	ZTS – ZOETIS INC	Reduce 18.00%	−22,821	−0.95
≡	AAPL – APPLE INC	Reduce 14.00%	−23,970	−0.50
≡	GOOGL – ALPHABET INC	Reduce 21.00%	−43,319	0.39
Q2 2025filed Aug 14, 251 new1 added3 reduced2 exited
≡	UNH – UNITEDHEALTH GROUP INC	Sell	−10,302	−0.64
≡	GOOGL – ALPHABET INC	Reduce 19.00%	−46,625	−0.64
≡	IAU – ISHARES TR	Sell	−7,588	−0.61
≡	EW – EDWARDS LIFESCIENCES CORP	Reduce 7.00%	−13,784	−0.20
≡	TSM – TAIWAN SEMICONDUCTOR MFG LTD	Reduce 17.00%	−39,313	−0.13
Q1 2025filed May 15, 251 new6 added4 reduced
≡	UNH – UNITEDHEALTH GROUP INC	Reduce 81.00%	−45,082	−4.88
≡	EW – EDWARDS LIFESCIENCES CORP	Reduce 43.00%	−147,618	−1.98
≡	V – VISA INC	Reduce 26.00%	−31,511	−1.10
≡	META – META PLATFORMS INC	Reduce 13.00%	−10,004	0.07
Q4 2024filed Feb 14, 251 new1 added3 reduced1 exited
≡	TPL – TEXAS PACIFIC LAND CORPORATI	Sell	−13,191	−3.27
≡	EW – EDWARDS LIFESCIENCES CORP	Reduce 6.00%	−19,821	0.61
≡	CDW – CDW CORP	Reduce 6.00%	−5,404	−0.14
≡	POOL – POOL CORP	Reduce 11.00%	−3,722	−0.14
Q2 2024filed Aug 13, 241 added1 reduced
≡	MSI – MOTOROLA SOLUTIONS INC	Reduce 25.00%	−19,983	−0.78
Q1 2024filed May 16, 243 added1 reduced1 exited
≡	META – META PLATFORMS INC	Reduce 16.00%	−16,198	−1.61
≡	GOOG – ALPHABET INC	Sell	−1,552	−0.05