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, BRK.B, BKNG, DE, and represent 51.27% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 8 stocks: LIN (+$531M), HEI.A (+$54M), CHTR (+$24M), QQQE, EWU, W, V, CNI.
  • Started 3 new stock positions in HEI.A, QQQE, LIN.
  • Reduced shares in these 10 stocks: DE (-$117M), LBRDK (-$31M), VSNT (-$16M), CABO (-$15M), MA (-$6.6M), AXP (-$5.9M), CP (-$5.7M), BRK.B (-$5.5M), GLIBK (-$5.1M), BKNG.
  • Sold out of its positions in CABO, LBRDK, VSNT.
  • Rothschild & Co Wealth Management UK was a net buyer of stock by $405M.
  • Rothschild & Co Wealth Management UK has $7.2B in assets under management (AUM), dropping by 3.47%.
  • 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 September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 12.0 $857M 2.8M 304.10
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Mastercard Incorporated Cl A (MA) 10.3 $738M 1.3M 551.47
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.1 $721M 1.4M 497.95
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Booking Holdings (BKNG) 9.7 $695M 4.3M 162.91
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Deere & Company (DE) 9.3 $665M -14% 990k 671.55
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Sunbelt Rentals Holdings SHS (SUNB) 8.8 $633M 8.6M 73.23
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Linde SHS (LIN) 7.4 $531M NEW 1.1M 474.65
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S&p Global (SPGI) 7.3 $524M 1.3M 394.47
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Moody's Corporation (MCO) 7.0 $499M 1.1M 454.13
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Canadian Pacific Kansas City (CP) 6.1 $439M 5.2M 85.10
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Texas Instruments Incorporated (TXN) 5.0 $361M 1.3M 280.09
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Comcast Corp Cl A (CMCSA) 3.4 $245M 11M 21.76
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Charter Communications Cl A (CHTR) 1.2 $87M +37% 783k 110.90
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Heico Corp Cl A (HEI.A) 0.8 $54M NEW 238k 228.33
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Wayfair Cl A (W) 0.5 $39M +7% 377k 102.56
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Visa Com Cl A (V) 0.5 $35M +7% 97k 359.33
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Ishares Tr Msci Uk Etf New (EWU) 0.2 $12M +52% 264k 46.53
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Canadian Natl Ry (CNI) 0.2 $11M +4% 96k 118.90
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Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $5.8M -4% 106k 55.01
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $5.2M 45k 116.44
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Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.1 $4.7M NEW 39k 120.11
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.8M 4.9k 765.85
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Ishares Core Msci Emkt (IEMG) 0.0 $2.2M -12% 27k 81.16
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $752k 8.7k 86.80
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Liberty Cap Corp Ser C Gci Group (GLIBK) 0.0 $734k -87% 32k 23.20
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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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