Rothschild & Co Wealth Management UK

Latest statistics and disclosures from Rothschild & Co Wealth Management UK's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AXP, MA, BKNG, BRK.B, MCO, and represent 62.03% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 10 stocks: SPGI (+$5.9M), AXP (+$5.5M), BKNG, VGK, BRK.B, CP, DE, CMCSA, GLIBK, MA.
  • Reduced shares in these 5 stocks: MCO, RYAAY, VOT, AAXJ, CABO.
  • Sold out of its position in VOT.
  • Rothschild & Co Wealth Management UK was a net buyer of stock by $44M.
  • Rothschild & Co Wealth Management UK has $6.4B in assets under management (AUM), dropping by 2.27%.
  • Central Index Key (CIK): 0001784260

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Portfolio Holdings for Rothschild & Co Wealth Management UK

Rothschild & Co Wealth Management UK holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 16.9 $1.1B 2.9M 369.95
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Mastercard Incorporated Cl A (MA) 12.4 $789M 1.4M 570.88
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Booking Holdings (BKNG) 12.1 $766M 143k 5355.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.7 $743M 1.5M 502.65
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Moody's Corporation (MCO) 9.0 $571M 1.1M 510.85
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Deere & Company (DE) 8.8 $561M 1.2M 465.57
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S&p Global (SPGI) 8.7 $555M 1.1M 522.59
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Canadian Pacific Kansas City (CP) 6.2 $394M 5.4M 73.63
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Comcast Corp Cl A (CMCSA) 5.4 $341M 11M 29.89
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Texas Instruments Incorporated (TXN) 3.6 $229M 1.3M 173.49
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Charter Communications Inc N Cl A (CHTR) 1.9 $118M 567k 208.75
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Liberty Broadband Corp Com Ser C (LBRDK) 0.7 $46M 953k 48.60
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Cable One (CABO) 0.5 $32M 287k 112.85
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Fox Corp Cl A Com (FOXA) 0.5 $30M +7% 409k 73.07
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Wayfair Cl A (W) 0.4 $26M +5% 263k 100.41
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Visa Com Cl A (V) 0.4 $24M +5% 68k 350.71
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Ishares Tr Msci Uk Etf New (EWU) 0.2 $12M +9% 279k 43.98
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Gci Liberty Com Ser C (GLIBK) 0.2 $9.6M +38% 257k 37.21
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Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $8.2M -22% 114k 72.19
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Canadian Natl Ry (CNI) 0.1 $6.7M +7% 68k 98.85
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $5.4M -16% 58k 93.12
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Ishares Core Msci Emkt (IEMG) 0.1 $5.2M +63% 78k 67.22
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $4.7M +537% 56k 83.61
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.4M 4.9k 684.94
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Lendingclub Corp Com New (LC) 0.0 $1.9M 99k 18.94
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Past Filings by Rothschild & Co Wealth Management UK

SEC 13F filings are viewable for Rothschild & Co Wealth Management UK going back to 2019

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