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, DE, and represent 61.10% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 10 stocks: AXP (+$26M), BRK.B (+$24M), BKNG (+$23M), MA (+$22M), CP (+$14M), MCO (+$9.8M), DE (+$8.1M), SPGI (+$7.7M), GLIBK (+$6.9M), CMCSA.
  • Started 1 new stock position in GLIBK.
  • Reduced shares in these 6 stocks: UNP (-$233M), RYAAY (-$134M), AAXJ, CABO, ESGE, IEMG.
  • Sold out of its positions in ESGE, UNP.
  • Rothschild & Co Wealth Management UK was a net seller of stock by $-216M.
  • Rothschild & Co Wealth Management UK has $6.2B in assets under management (AUM), dropping by -7.57%.
  • Central Index Key (CIK): 0001784260

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Portfolio Holdings for Rothschild & Co Wealth Management UK

Rothschild & Co Wealth Management UK holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 15.4 $961M +2% 2.9M 332.16
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Mastercard Incorporated Cl A (MA) 12.6 $784M +2% 1.4M 568.81
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Booking Holdings (BKNG) 12.4 $768M +3% 142k 5399.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.9 $739M +3% 1.5M 502.74
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Deere & Company (DE) 8.8 $547M 1.2M 457.26
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Moody's Corporation (MCO) 8.6 $535M 1.1M 476.48
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S&p Global (SPGI) 8.2 $512M 1.1M 486.71
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Canadian Pacific Kansas City (CP) 6.4 $395M +3% 5.3M 74.49
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Comcast Corp Cl A (CMCSA) 5.7 $356M 11M 31.42
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Texas Instruments Incorporated (TXN) 3.9 $240M 1.3M 183.73
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Charter Communications Inc N Cl A (CHTR) 2.5 $154M 558k 275.11
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Liberty Broadband Corp Com Ser C (LBRDK) 1.0 $60M 943k 63.54
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Cable One (CABO) 0.8 $51M 288k 177.05
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Fox Corp Cl A Com (FOXA) 0.4 $24M 381k 63.06
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Wayfair Cl A (W) 0.4 $22M 250k 89.33
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Visa Com Cl A (V) 0.4 $22M 64k 341.38
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Ishares Tr Msci Uk Etf New (EWU) 0.2 $11M +8% 255k 41.97
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Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $8.9M -93% 147k 60.22
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Gci Liberty Com Ser C (GLIBK) 0.1 $6.9M NEW 186k 37.27
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $6.3M -6% 69k 91.22
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Canadian Natl Ry (CNI) 0.1 $6.0M 64k 94.30
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.3M 4.9k 669.30
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Ishares Core Msci Emkt (IEMG) 0.1 $3.1M -5% 48k 65.92
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Lendingclub Corp Com New (LC) 0.0 $1.5M 99k 15.19
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.1M 3.8k 293.79
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $703k 8.8k 79.80
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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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