Rothschild & Co Wealth Management UK portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 20, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Rothschild & Co Wealth Management UK reported a $7.2 bn portfolio of 25 positions to the SEC as of the end of Q3 2026. Its largest positions are AXP, MA, BRK/B. During the quarter it opened Linde and Heico.
Sections with a free account
What changed this quarter
16 positions with a change (3 new, 5 added to, 5 trimmed, 3 sold). 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Linde+7.4 ppof portfolioNew— → 7.4%
- Deere−15%fewer sharesReduced10.7% → 9.3%
- Heico+0.8 ppof portfolioNew— → 0.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- American ExpressAXP12.0%
- MastercardMA10.3%
- Berkshire HathawayBRK/B10.1%
- Booking HoldingsBKNG9.7%
- DeereDE9.3%
- Sunbelt Rentals HoldingsSUNB8.8%
- LindeLIN7.4%
- S&P GlobalSPGI7.3%
- Moody'sMCO7.0%
- Canadian Pacific Kansas CityCP6.1%
- Texas InstrumentsTXN5.0%
- ComcastCMCSA3.4%
- Charter CommunicationsCHTR1.2%
- HeicoHEI/A0.8%
- WayfairW0.5%
Portfolio by sector
- ● Financials 47%
- ● Industrials 25%
- ● Consumer Discretionary 10%
- ● Materials 7%
- ● Information Technology 5%
- ● Communication Services 5%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Slate Path CapitalInvestment firm · $7.2 bn
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- AppaloosaInvestment firm · $7.5 bn
- Peconic PartnersInvestment firm · $7.5 bn
- Carmignac GestionInvestment firm · $7.7 bn
- Reaves W HInvestment firm · $6.6 bn