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, BKNG, DE, BRK.B, MA, and represent 56.09% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 6 stocks: BKNG (+$734M), SUNB (+$10M), W, V, CNI, CHTR.
  • Reduced shares in these 10 stocks: DE (-$19M), TXN (-$16M), CMCSA, BRK.B, CP, SPGI, EWU, IEMG, AXP, MCO.
  • Rothschild & Co Wealth Management UK was a net buyer of stock by $692M.
  • Rothschild & Co Wealth Management UK has $6.9B in assets under management (AUM), dropping by 6.02%.
  • Central Index Key (CIK): 0001784260

Tip: Access up to 7 years of quarterly data

Positions held by Rothschild & Co Wealth Management UK consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Rothschild & Co Wealth Management UK

Rothschild & Co Wealth Management UK holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 13.9 $960M 2.8M 338.25
 View chart
Booking Holdings (BKNG) 11.0 $765M +2395% 4.3M 178.24
 View chart
Deere & Company (DE) 10.7 $738M -2% 1.2M 634.33
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.5 $730M 1.5M 500.39
 View chart
Mastercard Incorporated Cl A (MA) 10.0 $693M 1.3M 513.60
 View chart
Sunbelt Rentals Holdings SHS (SUNB) 9.2 $635M 8.7M 73.32
 View chart
S&p Global (SPGI) 7.8 $543M 1.3M 407.26
 View chart
Moody's Corporation (MCO) 7.2 $500M 1.1M 452.92
 View chart
Canadian Pacific Kansas City (CP) 6.5 $453M 5.2M 86.65
 View chart
Texas Instruments Incorporated (TXN) 5.5 $384M -3% 1.3M 298.07
 View chart
Comcast Corp Cl A (CMCSA) 4.0 $278M 11M 24.55
 View chart
Charter Communications Cl A (CHTR) 1.2 $81M 570k 142.21
 View chart
Wayfair Cl A (W) 0.5 $32M +17% 351k 92.42
 View chart
Visa Com Cl A (V) 0.4 $31M +17% 90k 343.09
 View chart
Liberty Broadband Corp Com Ser C (LBRDK) 0.4 $31M 923k 33.26
 View chart
Versant Media Group Com Cl A (VSNT) 0.2 $16M 442k 36.01
 View chart
Cable One (CABO) 0.2 $15M 277k 53.11
 View chart
Canadian Natl Ry (CNI) 0.2 $11M +19% 92k 119.24
 View chart
Ishares Tr Msci Uk Etf New (EWU) 0.1 $8.0M -25% 173k 46.14
 View chart
Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $7.2M 111k 64.75
 View chart
Liberty Cap Corp Ser C Gci Group (GLIBK) 0.1 $5.4M 250k 21.56
 View chart
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $5.3M -11% 45k 119.33
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.7M 4.9k 748.89
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $2.5M -51% 30k 82.84
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $767k -64% 8.7k 88.54
 View chart

Past Filings by Rothschild & Co Wealth Management UK

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

View all past filings