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Q2 2026 13F · SEC CIK 1784260

Rothschild & Co Wealth Management UK Ltd

Hedge fundFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$6.9B
Reported positions
25
Top holdings a year, 3 yrs
+9.9%
Assets under management
$28.5B

Rothschild & Co Wealth Management UK Ltd is a hedge fund that reported 25 positions worth $6.9B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were American Express Co Com (AXP, 13.9%), Booking Holdings Inc Com (BKNG, 11.0%), Deere & Co Com (DE, 10.7%). A portfolio copying its top holdings returned 9.9% a year over the last 3 years, against 20.4% for the S&P 500.

Rothschild & Co Wealth Management UK Ltd holdings all 25 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rothschild & Co Wealth Management UK Ltd 13F holdings
Stock% of 13F valueShare changeReported value
AXPAmerican Express Co Com13.9%-0.2%$960.0M
BKNGBooking Holdings Inc Com11.0%+2395.9%$764.7M
DEDeere & Co Com10.7%-2.6%$738.0M
BRK-BBerkshire Hathaway Inc Del10.5%-0.5%$729.8M
MAMastercard Inc.10.0%-0.2%$693.0M
SUNBSunbelt Rentals Holdings Inc9.2%+1.7%$634.5M
SPGIS&P Global Inc.7.8%-0.6%$543.4M
MCOMoodys Corp7.2%-0.4%$500.4M
CPCanadian Pacific Kansas City6.5%-0.8%$452.6M
TXNTexas Instruments Inc5.5%-3.9%$384.0M
CMCSAComcast Corp New4.0%-1.7%$277.5M
CHTRCharter Communications Inc1.2%+1.3%$81.1M
WWayfair0.5%+17.8%$32.4M
VVisa Inc Com Cl A0.4%+17.7%$30.9M
LBRDKLiberty Broadband Corp0.4%-1.4%$30.7M
VSNTVVersant Media Group Inc0.2%-1.3%$15.9M
CABOCable One Inc0.2%-1.2%$14.7M
CNICanadian Natl Ry Co0.2%+19.0%$11.0M
EWUIshares Tr0.1%-25.8%$8.0M
RYAAYRyanair Holdings PLC0.1%-1.2%$7.2M
GLBKVLiberty Cap Corp0.1%-1.4%$5.4M
AAXJIshares Tr0.1%-11.2%$5.3M
IVVIshares Core S&p 500 ETF0.1%+0.0%$3.7M
IEMGIshares0.0%-51.8%$2.5M
VGKVanguard Intl Equity Index F0.0%-64.5%$767K

What Rothschild & Co Wealth Management UK Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+0.6% /yr
S&P 500 +20.1%
3 years
+9.9% /yr
S&P 500 +20.4%
5 years
+4.5% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$6.9B25
Q1 2026$6.5B25
Q4 2025$6.4B25
Q3 2025$6.2B26
Q2 2025$6.7B27
Q1 2025$5.9B27
Q4 2024$5.7B31
Q3 2024$6.3B32
Q2 2024$5.9B33
Q1 2024$6.0B33
Q4 2023$6.1B33
Q3 2023$5.7B33

Questions about Rothschild & Co Wealth Management UK Ltd's portfolio

What stocks does Rothschild & Co Wealth Management UK Ltd own?

Rothschild & Co Wealth Management UK Ltd's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 25 positions worth $6.9B. The largest are American Express Co Com (AXP) at 13.9%, Booking Holdings Inc Com (BKNG) at 11.0%, Deere & Co Com (DE) at 10.7%, Berkshire Hathaway Inc Del (BRK-B) at 10.5% and Mastercard Inc. (MA) at 10.0%.

What did Rothschild & Co Wealth Management UK Ltd buy last quarter?

In Q2 2026, Rothschild & Co Wealth Management UK Ltd added Booking Holdings Inc Com (BKNG) (+2395.9% shares), Canadian Natl Ry Co (CNI) (+19.0% shares) and Wayfair (W) (+17.8% shares), compared with its Q1 2026 filing.

What did Rothschild & Co Wealth Management UK Ltd sell last quarter?

In Q2 2026, Rothschild & Co Wealth Management UK Ltd Vanguard Intl Equity Index F (VGK) (-64.5% shares), Ishares (IEMG) (-51.8% shares) and Ishares Tr (EWU) (-25.8% shares), compared with its Q1 2026 filing.

How has Rothschild & Co Wealth Management UK Ltd's portfolio performed?

A portfolio copying Rothschild & Co Wealth Management UK Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.6% against +20.1%. Over 5 years: +4.5% a year against +11.6%.

When is Rothschild & Co Wealth Management UK Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rothschild & Co Wealth Management UK Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rothschild & Co Wealth Management UK Ltd manage?

Rothschild & Co Wealth Management UK Ltd reported $28.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.9B.