Rothschild & CO Wealth Management Uk LTD has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $5.6 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $820M, American Express CO with a value of $814M, Mastercard Inc with a value of $704M, Moodys Corp with a value of $657M, and S&P Global Inc. with a value of $584M.

Examining the 13F form we can see an decrease of $107M in the current position value, from $5.71B to 5.6B.

Below you can find more details about Rothschild & CO Wealth Management Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $5.6 Billion
Financial Services: $3.6 Billion
Communication Services: $797 Million
Industrials: $609 Million
Consumer Cyclical: $552 Million
ETFs: $43.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 33
  • Current Value $5.6 Billion
  • Prior Value $5.71 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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