account_balance

Investment manager · 13F filer · SEC CIK 1784260

Rothschild & Co Wealth Management UK Ltd

Reported value$7.17Bas of Sep 30, 2026
Positions25 3 new, 3 sold out
Top 10 weight87.9%AXP alone is 12%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AXP American Express Co 12.0% HeldMA Mastercard Inc 10.3% HeldBRK-B Berkshire Hathaway Inc 10.1% HeldBKNG Booking Holdings Inc. 9.7% HeldDE Deere & Co 9.3% Trimmed −15%SUNB Sunbelt Rentals Holdings, Inc. 8.8% HeldLIN Linde PLC 7.4% NewSPGI S&P Global Inc. 7.3% HeldMCO Moody's Corp 7.0% HeldCP Canadian Pacific Kansas City Ltd 6.1% HeldTXN Texas Instruments Inc 5.0% HeldCMCSA Comcast Corp 3.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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