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 58.61% of Rothschild & Co Wealth Management UK's stock portfolio.
- Added to shares of these 10 stocks: CP (+$6.2M), UNP (+$6.1M), CNI (+$5.7M), RYAAY, EWU, CABO, AAXJ, LBRDK, TXN, V.
- Started 2 new stock positions in UNP, CNI.
- Reduced shares in these 10 stocks: AXP (-$147M), BRK.B (-$146M), MCO (-$131M), SPGI (-$123M), MA (-$94M), BKNG (-$85M), VPL, QQQE, CMCSA, BRK.A.
- Sold out of its positions in BRK.A, VSGX, VPL.
- Rothschild & Co Wealth Management UK was a net seller of stock by $-712M.
- Rothschild & Co Wealth Management UK has $5.7B in assets under management (AUM), dropping by -9.54%.
- Central Index Key (CIK): 0001784260
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Portfolio Holdings for Rothschild & Co Wealth Management UK
Rothschild & Co Wealth Management UK holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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American Express Company (AXP) | 14.4 | $821M | -15% | 2.8M | 296.79 |
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Mastercard Incorporated Cl A (MA) | 12.2 | $693M | -11% | 1.3M | 526.57 |
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Booking Holdings (BKNG) | 11.9 | $675M | -11% | 136k | 4968.42 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.2 | $637M | -18% | 1.4M | 453.28 |
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Moody's Corporation (MCO) | 9.0 | $513M | -20% | 1.1M | 473.37 |
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S&p Global (SPGI) | 8.9 | $505M | -19% | 1.0M | 498.03 |
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Deere & Company (DE) | 8.6 | $492M | 1.2M | 423.70 |
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Comcast Corp Cl A (CMCSA) | 7.2 | $411M | 11M | 37.53 |
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Canadian Pacific Kansas City (CP) | 6.5 | $369M | 5.1M | 72.37 |
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Charter Communications Inc N Cl A (CHTR) | 3.3 | $186M | 544k | 342.77 |
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Ryanair Holdings Sponsored Adr (RYAAY) | 1.9 | $111M | +3% | 2.5M | 43.59 |
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Cable One (CABO) | 1.9 | $107M | 294k | 362.12 |
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Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $63M | 839k | 74.76 |
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Texas Instruments Incorporated (TXN) | 0.4 | $22M | 117k | 187.51 |
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Visa Com Cl A (V) | 0.3 | $18M | 56k | 316.04 |
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Fox Corp Cl A Com (FOXA) | 0.3 | $16M | 336k | 48.58 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $11M | +27% | 313k | 33.90 |
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.2 | $9.8M | -27% | 109k | 89.77 |
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Wayfair Cl A (W) | 0.2 | $9.5M | 214k | 44.32 |
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Union Pacific Corporation (UNP) | 0.1 | $6.1M | NEW | 27k | 228.04 |
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Canadian Natl Ry (CNI) | 0.1 | $5.7M | NEW | 56k | 101.51 |
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Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $4.6M | +52% | 64k | 72.18 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.9M | 4.9k | 588.68 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.4M | 21k | 117.50 |
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Lendingclub Corp Com New (LC) | 0.0 | $1.6M | 99k | 16.19 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $1.4M | +2% | 26k | 52.22 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.2M | +2% | 4.8k | 253.75 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $920k | 15k | 63.47 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $856k | 19k | 44.04 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $554k | 1.0k | 538.81 |
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Ishares Esg Awr Msci Em (ESGE) | 0.0 | $298k | 8.9k | 33.39 |
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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
- Rothschild & Co Wealth Management UK 2024 Q4 filed Jan. 17, 2025
- Rothschild & Co Wealth Management UK 2024 Q3 filed Oct. 18, 2024
- Rothschild & Co Wealth Management UK 2024 Q2 filed July 31, 2024
- Rothschild & Co Wealth Management UK 2024 Q1 filed May 2, 2024
- Rothschild & Co Wealth Management UK 2023 Q4 filed Jan. 30, 2024
- Rothschild & Co Wealth Management UK 2023 Q3 filed Oct. 25, 2023
- Rothschild & Co Wealth Management UK 2023 Q2 filed July 19, 2023
- Rothschild & Co Wealth Management UK 2023 Q1 filed May 2, 2023
- Rothschild & Co Wealth Management UK 2022 Q4 filed Jan. 23, 2023
- Rothschild & Co Wealth Management UK 2022 Q3 filed Oct. 27, 2022
- Rothschild & Co Wealth Management UK 2022 Q2 filed July 15, 2022
- Rothschild & Co Wealth Management UK 2022 Q1 filed April 22, 2022
- Rothschild & Co Wealth Management UK 2021 Q4 filed Feb. 1, 2022
- Rothschild & Co Wealth Management UK 2021 Q3 filed Nov. 3, 2021
- Rothschild & Co Wealth Management UK 2021 Q2 filed Aug. 2, 2021
- Rothschild & Co Wealth Management UK 2021 Q1 filed April 22, 2021