Rothschild & Co Wealth Management UK Ltd

CIK 0001784260 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Rothschild & Co Wealth Management UK Ltd reported 25 positions worth $6.93B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AXP (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.93B
2026 Q2
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.4%
Est. Net Flow (Q)
2026 Q2
10 / 25 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AXPAMERICAN EXPRESS COSH$960.0M13.86%2,838,220
2BKNGBOOKING HOLDINGS INCSH$764.7M11.04%4,290,423
3DEDEERE & COSH$738.0M10.65%1,163,497
4BRK-BBERKSHIRE HATHAWAY INC DELSH$729.8M10.53%1,458,512
5MAMASTERCARD INCORPORATEDSH$693.0M10.00%1,349,278
6SUNBSUNBELT RENTALS HOLDINGS INCSH$634.5M9.16%8,653,829
7SPGIS&P GLOBAL INCSH$543.4M7.84%1,334,201
8MCOMOODYS CORPSH$500.4M7.22%1,104,935
9CPCANADIAN PACIFIC KANSAS CITYSH$452.6M6.53%5,223,365
10TXNTEXAS INSTRS INCSH$384.0M5.54%1,288,362

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rothschild & Co Wealth Management UK Ltd hold as of Q2 2026?

Rothschild & Co Wealth Management UK Ltd reported 25 positions worth $6.93B in its Q2 2026 13F filing. Largest positions: AXP (13.9%), BKNG (11.0%), DE (10.7%), BRK-B (10.5%) and MA (10.0%).

What did Rothschild & Co Wealth Management UK Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rothschild & Co Wealth Management UK Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.