Rothschild & CO Wealth Management Uk LTD Portfolio Holdings

Rothschild & CO Wealth Management Uk LTD

  • $6.3 Billion
  • Q2 2025

Rothschild & CO Wealth Management Uk LTD has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.3 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $898M, Booking Holdings Inc. with a value of $799M, Mastercard Inc with a value of $753M, Berkshire Hathaway Inc Class B with a value of $691M, and Deere & CO with a value of $599M.

Examining the 13F form we can see an increase of $701M in the current position value, from $5.6B to 6.3B.

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

Portfolio value $6.3 Billion
Financial Services: $3.46 Billion
Industrials: $975 Million
Consumer Cyclical: $812 Million
Communication Services: $779 Million
Technology: $251 Million
ETFs: $23.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.31 Million 0.15% of portfolio
234,477
Q2 2025 Reduced 29.7%
$0
$6.11 Million 0.1% of portfolio
73,980
Q2 2025 Added 8.05%
$0
$3.06 Million 0.05% of portfolio
4,929
Q2 2025 New
$0
$2.7 Million 0.04% of portfolio
50,318
Q2 2025 Added 136.79%
$0
$1.09 Million 0.02% of portfolio
3,842
Q2 2025 Reduced 0.85%
$0
$682,000 0.01% of portfolio
8,803
Q2 2025 New
$0
$216,000 0.0% of portfolio
5,523
Q2 2025 Reduced 5.96%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $6.3 Billion
  • Prior Value $5.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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