Rothschild & Co Wealth Management UK
Rothschild & Co Wealth Management UK reported 25 stocks worth $7.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AXP (12.0%), MA (10.3%) and BRK.B (10.1%). Compared with Q2 2026, the fund opened new positions in LIN, HEI.A and QQQE, added to CHTR, W and V, trimmed AXP, MA and BRK.B and sold out of VSNT and CABO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AXP American Express Co | $857M | 12.0% | 2.8M | −20K (−1%) | 8 of 8 | |
| 2 |  MA Mastercard Incorporated | $738M | 10.3% | 1.3M | −12K (−1%) | 8 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $721M | 10.1% | 1.4M | −11K (−1%) | 8 of 8 | |
| 4 |  BKNG Booking Hldgs Inc | $695M | 9.7% | 4.3M | −25K (−1%) | 8 of 8 | |
| 5 |  DE Deere & Co | $665M | 9.3% | 990K | −173K (−15%) | 8 of 8 | |
| 6 |  SUNB Sunbelt Rentals Holdings Inc | $633M | 8.8% | 8.6M | No change | 3 of 8 | |
| 7 |  LIN Linde PLC | $531M | 7.4% | 1.1M | New position | 1 of 8 | |
| 8 |  SPGI S&P Global Inc | $523M | 7.3% | 1.3M | −7,122 (−1%) | 8 of 8 | |
| 9 |  MCO Moodys Corp | $499M | 7.0% | 1.1M | −6,687 (−1%) | 8 of 8 | |
| 10 |  CP Canadian Pacific Kansas City | $439M | 6.1% | 5.2M | −67K (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rothschild & Co Wealth Management UK 13F FAQ
What does Rothschild & Co Wealth Management UK own?
Rothschild & Co Wealth Management UK reported 25 stocks worth $7.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AXP (12.0%), MA (10.3%) and BRK.B (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Rothschild & Co Wealth Management UK buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 5 added to, 12 trimmed and 3 sold out. New positions include LIN, HEI.A and QQQE. It sold all of VSNT and CABO.
When will Rothschild & Co Wealth Management UK file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rothschild & Co Wealth Management UK's portfolio worth?
The Q3 2026 filing reports $7.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.