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Rothschild & Co Wealth Management Uk Ltd Top Holdings and 13F Report (2026)

About Rothschild & Co Wealth Management Uk Ltd

Investment Activity

  • Rothschild & Co Wealth Management Uk Ltd has $7.17 billion in total holdings as of September 30, 2026.
  • Rothschild & Co Wealth Management Uk Ltd owns shares of 25 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 8.70% of the portfolio was purchased this quarter.
  • About 3.05% of the portfolio was sold this quarter.
  • This quarter, Rothschild & Co Wealth Management Uk Ltd has purchased 25 new stocks and bought additional shares in 5 stocks.
  • Rothschild & Co Wealth Management Uk Ltd sold shares of 14 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

American Express
$857,156,939
Mastercard
$737,503,441
Berkshire Hathaway
$720,798,559
Booking
$694,936,917
Deere & Company
$664,862,705

Largest New Holdings this Quarter

G54950103 - LINDE PLC
$531,322,735 Holding
422806208 - Heico
$54,246,185 Holding
25459Y207 - Direxion NASDAQ-100 Equal Weighted Index ETF
$4,691,857 Holding

Largest Purchases this Quarter

LINDE PLC
1,119,399 shares (about $531.32M)
Heico
237,578 shares (about $54.25M)
Charter Communications
212,328 shares (about $23.55M)
iShares MSCI United Kingdom ETF
90,986 shares (about $4.23M)

Largest Sales this Quarter

Deere & Company
173,455 shares (about $116.48M)
Mastercard
11,937 shares (about $6.58M)
American Express
19,552 shares (about $5.95M)
Canadian Pacific Kansas City
66,682 shares (about $5.67M)
Berkshire Hathaway
10,980 shares (about $5.47M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRothschild & Co Wealth Management Uk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
American Express Company stock logo
AXP
American Express
$857,156,939$5,945,763 ▼-0.7%2,818,66812.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$737,503,441$6,582,897 ▼-0.9%1,337,34110.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$720,798,559$5,467,491 ▼-0.8%1,447,53210.1%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$694,936,917$4,015,894 ▼-0.6%4,265,7729.7%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$664,862,705$116,483,705 ▼-14.9%990,0429.3%Industrials
SUNBELT RENTALS HOLDINGS INC
$633,127,903$596,243 ▼-0.1%8,645,6878.8%SHS
LINDE PLC
$531,322,735$531,322,735 ▲New Holding1,119,3997.4%SHS
S&P Global Inc. stock logo
SPGI
S&P Global
$523,492,853$2,809,415 ▼-0.5%1,327,0797.3%Finance
Moody's Corporation stock logo
MCO
Moody's
$498,747,364$3,036,767 ▼-0.6%1,098,2487.0%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$438,835,162$5,674,657 ▼-1.3%5,156,6836.1%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$360,843,588$13,724 ▼0.0%1,288,3135.0%Technology
Comcast Corporation stock logo
CMCSA
Comcast
$244,704,909$1,239,276 ▼-0.5%11,245,6303.4%Communication Services
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$86,808,749$23,547,175 ▲37.2%782,7661.2%Communication Services
Heico Corporation stock logo
HEI.A
Heico
$54,246,185$54,246,185 ▲New Holding237,5780.8%Industrials
Wayfair Inc. stock logo
W
Wayfair
$38,709,631$2,731,275 ▲7.6%377,4340.5%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$34,859,322$2,476,862 ▲7.6%97,0120.5%Finance
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$12,301,136$4,233,579 ▲52.5%264,3700.2%ETF
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$11,428,787$491,295 ▲4.5%96,1210.2%Industrials
Ryanair Holdings PLC stock logo
RYAAY
Ryanair
$5,828,640$296,559 ▼-4.8%105,9560.1%Industrials
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$5,206,1580.0%44,7130.1%ETF
Direxion NASDAQ-100 Equal Weighted Index ETF stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index ETF
$4,691,857$4,691,857 ▲New Holding39,0630.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,774,8750.0%4,9290.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,161,697$301,672 ▼-12.2%26,6350.0%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$752,2090.0%8,6660.0%ETF
LIBERTY CAP CORP
$734,164$5,066,230 ▼-87.3%31,6450.0%SER C GCI GROUP
Liberty Broadband Corporation stock logo
LBRDK
Liberty Broadband
$0$30,713,215 ▼-100.0%00.0%Communication Services
VERSANT MEDIA GROUP INC
$0$15,928,411 ▼-100.0%00.0%COM CL A
Cable One, Inc. stock logo
CABO
Cable One
$0$14,689,429 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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