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, BRK.B, MA, DE, and represent 55.64% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 9 stocks: SUNB (+$534M), BKNG (+$121M), SPGI (+$119M), VSNT (+$17M), TXN, V, W, CMCSA, CNI.
  • Started 2 new stock positions in SUNB, VSNT.
  • Reduced shares in these 10 stocks: FOXA (-$30M), AXP (-$19M), MA (-$15M), CP (-$7.0M), DE (-$5.8M), BRK.B (-$5.1M), MCO, VGK, EWU, LC.
  • Sold out of its positions in FOXA, LC.
  • Rothschild & Co Wealth Management UK was a net buyer of stock by $708M.
  • Rothschild & Co Wealth Management UK has $6.5B in assets under management (AUM), dropping by 2.75%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 13.2 $860M -2% 2.8M 302.48
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Booking Holdings (BKNG) 11.1 $724M +20% 172k 4210.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.8 $703M 1.5M 479.20
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Mastercard Incorporated Cl A (MA) 10.3 $676M -2% 1.4M 499.66
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Deere & Company (DE) 10.3 $673M 1.2M 563.30
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S&p Global (SPGI) 8.7 $571M +26% 1.3M 425.34
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Sunbelt Rentals Holdings SHS (SUNB) 8.2 $534M NEW 8.5M 62.78
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Moody's Corporation (MCO) 7.4 $484M 1.1M 436.25
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Canadian Pacific Kansas City (CP) 6.3 $414M 5.3M 78.66
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Comcast Corp Cl A (CMCSA) 5.1 $330M 12M 28.71
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Texas Instruments Incorporated (TXN) 4.0 $260M 1.3M 194.14
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Charter Communications Cl A (CHTR) 1.9 $122M 563k 215.88
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Liberty Broadband Corp Com Ser C (LBRDK) 0.7 $47M 937k 50.30
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Cable One (CABO) 0.4 $26M -2% 280k 91.21
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Visa Com Cl A (V) 0.4 $23M +13% 77k 302.24
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Wayfair Cl A (W) 0.3 $22M +13% 298k 75.21
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Versant Media Group Com Cl A (VSNT) 0.3 $17M NEW 448k 37.02
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Ishares Tr Msci Uk Etf New (EWU) 0.2 $11M -16% 234k 45.56
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Gci Liberty Com Ser C (GLIBK) 0.1 $9.4M 254k 37.21
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Canadian Natl Ry (CNI) 0.1 $7.9M +13% 77k 102.77
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Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $6.5M 113k 57.80
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $4.9M -12% 50k 96.29
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Ishares Core Msci Emkt (IEMG) 0.1 $4.4M -19% 63k 69.75
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $3.2M 4.9k 653.21
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $2.0M -56% 24k 82.43
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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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