Rothschild & Co Wealth Management Uk Ltd Top Holdings and 13F Report (2025) About Rothschild & Co Wealth Management Uk LtdInvestment ActivityRothschild & Co Wealth Management Uk Ltd has $5.69 billion in total holdings as of December 31, 2024.Rothschild & Co Wealth Management Uk Ltd owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.33% of the portfolio was purchased this quarter.About 18.41% of the portfolio was sold this quarter.This quarter, Rothschild & Co Wealth Management Uk Ltd has purchased 33 new stocks and bought additional shares in 12 stocks.Rothschild & Co Wealth Management Uk Ltd sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings American Express $820,525,816Mastercard $692,847,115Booking $674,895,268Berkshire Hathaway $636,736,014Moody's $512,702,313 Largest New Holdings this Quarter Texas Instruments $21,939,795 HoldingUnion Pacific $6,079,774 HoldingCanadian National Railway $5,661,619 Holding Largest Purchases this Quarter Ryanair 1,565,660 shares (about $68.25M)Texas Instruments 117,006 shares (about $21.94M)Canadian Pacific Kansas City 176,657 shares (about $12.78M)Union Pacific 26,661 shares (about $6.08M)Deere & Company 14,317 shares (about $6.07M) Largest Sales this Quarter Berkshire Hathaway 574,884 shares (about $260.58M)American Express 815,434 shares (about $242.01M)Moody's 502,693 shares (about $237.96M)S&P Global 280,666 shares (about $139.78M)Mastercard 152,033 shares (about $80.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRothschild & Co Wealth Management Uk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXPAmerican Express$820,525,816$242,012,657 ▼-22.8%2,764,66814.4%FinanceMAMastercard$692,847,115$80,056,017 ▼-10.4%1,315,77412.2%Business ServicesBKNGBooking$674,895,268$72,772,448 ▼-9.7%135,83711.9%Retail/WholesaleBRK.BBerkshire Hathaway$636,736,014$260,583,419 ▼-29.0%1,404,73011.2%FinanceMCOMoody's$512,702,313$237,959,785 ▼-31.7%1,083,0909.0%FinanceSPGIS&P Global$504,453,591$139,780,088 ▼-21.7%1,012,8988.9%Business ServicesDEDeere & Company$492,307,199$6,066,113 ▲1.2%1,161,9248.6%Industrial ProductsCMCSAComcast$410,695,706$4,997,232 ▲1.2%10,943,1317.2%Consumer DiscretionaryCPCanadian Pacific Kansas City$368,660,882$12,784,664 ▲3.6%5,094,1136.5%TransportationCHTRCharter Communications$186,423,005$701,650 ▼-0.4%543,8723.3%Consumer DiscretionaryRYAAYRyanair$110,899,150$68,247,120 ▲160.0%2,544,1421.9%TransportationCABOCable One$106,608,128$1,155,525 ▲1.1%294,4001.9%Consumer DiscretionaryLBRDKLiberty Broadband$62,721,322$671,943 ▲1.1%838,9691.1%Consumer DiscretionaryTXNTexas Instruments$21,939,795$21,939,795 ▲New Holding117,0060.4%Computer and TechnologyVVisa$17,589,206$380,828 ▲2.2%55,6550.3%Business ServicesFOXAFOX$16,326,183$511,207 ▲3.2%336,0680.3%Consumer DiscretionaryEWUiShares MSCI United Kingdom ETF$10,592,055$2,513,380 ▲31.1%312,4500.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$9,805,667$4,745,063 ▼-32.6%109,2310.2%ETFWWayfair$9,470,652$106,324 ▲1.1%213,6880.2%Retail/WholesaleUNPUnion Pacific$6,079,774$6,079,774 ▲New Holding26,6610.1%TransportationCNICanadian National Railway$5,661,619$5,661,619 ▲New Holding55,7740.1%TransportationAAXJiShares MSCI All Country Asia ex Japan ETF$4,588,050$1,352,653 ▲41.8%63,5640.1%ETFIVViShares Core S&P 500 ETF$2,901,6040.0%4,9290.1%ETFACWIiShares MSCI ACWI ETF$2,446,115$47,000 ▼-1.9%20,8180.0%ManufacturingLCLendingClub$1,602,8100.0%99,0000.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,377,094$559,590 ▼-28.9%26,3710.0%ETFVOTVanguard Mid-Cap Growth ETF$1,214,701$34,256 ▲2.9%4,7870.0%ETFVGKVanguard FTSE Europe ETF$919,617$166,482 ▼-15.3%14,4890.0%ETFVWOVanguard FTSE Emerging Markets ETF$855,961$414,152 ▼-32.6%19,4360.0%ETFVOOVanguard S&P 500 ETF$553,897$294,729 ▼-34.7%1,0280.0%ETFESGEiShares ESG Aware MSCI EM ETF$298,4400.0%8,9380.0%ManufacturingVPLVanguard FTSE Pacific ETF$0$4,007,945 ▼-100.0%00.0%ETFURTHiShares MSCI World ETF$0$1,466,198 ▼-100.0%00.0%ETFBRK.ABerkshire Hathaway$0$1,224,482 ▼-100.0%00.0%FinanceEEMiShares MSCI Emerging Markets ETF$0$1,196,779 ▼-100.0%00.0%FinanceVSGXVanguard ESG International Stock ETF$0$248,666 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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