First seen by DFX
Sep 12, 2026
date not stated
Wedgewood Partners named as in-care-of on Guerrerio Family Foundation Inc ($910,449 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Wedgewood Partners: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $910,449 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
Wedgewood Partners: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 21923, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Wedgewood Partners Inc reported $484,285,577 across 22 13(f) positions for the quarter ended 2026-03-31
Wedgewood Partners Inc increased Amazon Com Inc 58,266 -> 99,907 shares ($13,448,958 -> $20,807,631)
Wedgewood Partners Inc opened a $16,523,700 position in Progressive Corp (83,352 shares)
Wedgewood Partners Inc opened a $12,046,889 position in Toll Brothers Inc (88,275 shares)
Wedgewood Partners Inc exited Paypal Hldgs Inc (was $12,604,246, 215,900 shares)
Wedgewood Partners Inc reduced Ishares Tr 12,019 -> 524 shares ($5,688,621 -> $223,434)
Wedgewood Partners Inc reduced Taiwan Semiconductor Manufac 184,661 -> 129,353 shares ($56,116,508 -> $43,714,939)
Wedgewood Partners Inc reported $535,491,123 across 21 13(f) positions for the quarter ended 2025-12-31
Wedgewood Partners Inc opened a $13,448,958 position in Amazon Com Inc (58,266 shares)
Wedgewood Partners Inc opened a $17,642,895 position in Chubb Limited (56,526 shares)
Wedgewood Partners Inc opened a $5,688,621 position in Ishares Tr (12,019 shares)
Wedgewood Partners Inc reduced Paypal Hldgs Inc 484,651 -> 215,900 shares ($32,500,696 -> $12,604,246)
Wedgewood Partners Inc exited Pool Corp (was $10,022,190, 32,322 shares)
Wedgewood Partners Inc increased CDW Corp 120,524 -> 151,871 shares ($19,197,010 -> $20,684,818)
Wedgewood Partners Inc increased OLD Dominion Freight Line in 88,547 -> 120,051 shares ($12,465,604 -> $18,824,014)
Wedgewood Partners Inc reported $547,897,792 across 19 13(f) positions for the quarter ended 2025-09-30
Wedgewood Partners Inc reported $515,189,619 across 19 13(f) positions for the quarter ended 2025-06-30
Wedgewood Partners Inc exited Ishares Tr (was $3,032,317, 7,588 shares)
Wedgewood Partners Inc exited Unitedhealth Group Inc (was $3,173,119, 10,302 shares)
Wedgewood Partners Inc increased Oreilly Automotive Inc 12,593 -> 185,210 shares ($16,694,918 -> $18,774,738)
Wedgewood Partners Inc opened a $18,724,701 position in Zoetis Inc (123,343 shares)
Wedgewood Partners Inc reported $496,460,184 across 20 13(f) positions for the quarter ended 2025-03-31
Wedgewood Partners Inc increased CDW Corp 90,447 -> 115,264 shares ($15,741,469 -> $21,826,401)
Wedgewood Partners Inc reduced Edwards Lifesciences Corp 339,436 -> 191,818 shares ($25,128,447 -> $14,722,032)
Wedgewood Partners Inc increased Ishares Tr 3,874 -> 7,588 shares ($1,555,721 -> $3,032,317)
Wedgewood Partners Inc increased OLD Dominion Freight Line in 57,406 -> 82,371 shares ($10,126,387 -> $14,138,999)
Wedgewood Partners Inc opened a $17,711,838 position in United Rentals Inc (24,829 shares)
Wedgewood Partners Inc reduced Unitedhealth Group Inc 55,384 -> 10,302 shares ($28,016,781 -> $3,173,119)
Wedgewood Partners Inc increased Oreilly Automotive Inc 8,464 -> 12,593 shares ($10,036,611 -> $16,694,918)
Wedgewood Partners Inc increased S&p Global Inc 23,360 -> 34,091 shares ($11,633,995 -> $17,452,625)
Wedgewood Partners Inc reduced Visa Inc 121,199 -> 89,688 shares ($38,303,600 -> $31,970,169)
Wedgewood Partners Inc reported $507,932,876 across 19 13(f) positions for the quarter ended 2024-12-31