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David Rolfe’s Old Dominion Freight Line ODFL Stock Holding History

David Rolfe’s Portfolio ODFL Stock Details ODFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Sell
110,288
-3,653
-3% -$789K 4.93% 9
2026
Q1 		$22.3M Sell
113,941
-6,110
-5% -$1.14M 4.6% 9
2025
Q4 		$18.8M Buy
120,051
+31,504
+36% +$4.52M 3.52% 13
2025
Q3 		$12.5M Buy
88,547
+3,227
+4% +$494K 2.28% 18
2025
Q2 		$12.3M Buy
85,320
+2,949
+4% +$471K 2.39% 18
2025
Q1 		$14.1M Buy
82,371
+24,965
+43% +$4.54M 2.85% 17
2024
Q4 		$10.1M Sell
57,406
-2,922
-5% -$595K 1.99% 17
2024
Q3 		$13.6M Sell
60,328
-502
-0.8% -$97.7K 2.47% 16
2024
Q2 		$11.6M Sell
60,830
-1,424
-2% -$269K 2.37% 17
2024
Q1 		$11.4M Sell
62,254
-1,000
-2% -$209K 2.29% 16
2023
Q4 		$13.4M Sell
63,254
-1,494
-2% -$296K 2.82% 15
2023
Q3 		$13.2M Sell
64,748
-47,276
-42% -$9.56M 3.17% 15
2023
Q2 		$20.7M Buy
112,024
+1,216
+1% +$197K 3.34% 15
2023
Q1 		$18.9M Sell
110,808
-1,690
-2% -$283K 3.2% 15
2022
Q4 		$16M Buy
112,498
+178
+0.2% +$25.3K 2.93% 18
2022
Q3 		$14M Sell
112,320
-3,716
-3% -$514K 2.63% 18
2022
Q2 		$14.9M Buy
116,036
+31,446
+37% +$4.12M 2.57% 18
2022
Q1 		$12.6M Buy
84,590
+566
+0.7% +$88.1K 1.78% 20
2021
Q4 		$15.1M Sell
84,024
-38,302
-31% -$6.46M 2% 20
2021
Q3 		$17.5M Sell
122,326
-1,678
-1% -$233K 2.47% 19
2021
Q2 		$15.7M Sell
124,004
-8,464
-6% -$1.08M 2.28% 18
2021
Q1 		$15.9M Buy
+132,468
New +$14.2M 2.45% 18
2019
Q2 		– Sell
-739,953
Closed -$35.6M – 40
2019
Q1 		$35.6M Sell
739,953
-488,280
-40% -$22.8M 2.6% 17
2018
Q4 		$50.6M Sell
1,228,233
-143,988
-10% -$6.38M 3.36% 16
2018
Q3 		$73.8M Buy
+1,372,221
New +$69.4M 3.7% 14

Other funds holding ODFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

David Rolfe's ODFL Position: Q2 2026 in Review

David Rolfe reduced its Old Dominion Freight Line (ODFL) stake by 3.2% in Q2 2026, selling an estimated $789K and leaving 110,288 shares worth $23.9M. The position accounts for 4.93% of the portfolio, ranked #9.

David Rolfe first reported a position in ODFL in Q3 2018 and has held it in 25 quarters since. The position peaked at $73.8M in Q3 2018. 1,015 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

  • David Rolfe held 110,288 shares of Old Dominion Freight Line worth $23.9M as of Q2 2026.
  • David Rolfe sold 3,653 Old Dominion Freight Line shares in Q2 2026, an estimated $789K.
  • Old Dominion Freight Line made up 4.93% of David Rolfe's portfolio in Q2 2026, its #9 holding.
  • David Rolfe first reported a position in Old Dominion Freight Line in Q3 2018 and has held it in 25 quarters since.
  • David Rolfe's Old Dominion Freight Line position peaked at $73.8M in Q3 2018.
  • 1,015 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Wedgewood Partners's 13F filing for Q2 2026, filed 14 Aug 2026.