Notify me when Rothschild & Co Wealth Management UK Ltd files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 25 | $6,359,100,936 | +$50,910,437 | -$7,402,748 | +$43,507,689 | AXP, MA, BKNG, BRKB, MCO | 13F-HR | 28 Jan 2026, 10:42 |
| Q3 2025 | 26 | $6,218,139,785 | +$151,194,493 | -$367,545,174 | -$216,350,681 | AXP, MA, BKNG, BRKB, DE | 13F-HR | 07 Nov 2025, 16:31 |
| Q2 2025 | 27 | $6,727,115,523 | +$333,360,889 | -$13,063,209 | +$320,297,680 | AXP, BKNG, MA, BRKB, DE | 13F-HR | 06 Aug 2025, 12:25 |
| Q1 2025 | 27 | $5,941,699,001 | +$228,323,145 | -$25,202,831 | +$203,120,314 | AXP, BRKB, MA, BKNG, DE | 13F-HR | 06 May 2025, 17:00 |
| Q4 2024 | 31 | $5,694,698,749 | +$27,559,833 | -$739,968,608 | -$712,408,775 | AXP, MA, BKNG, BRKB, MCO | 13F-HR | 17 Jan 2025, 14:40 |
| Q3 2024 | 32 | $6,294,956,722 | +$138,396,883 | -$333,029,602 | -$194,632,719 | AXP, BRKB, MA, SPGI, MCO | 13F-HR | 18 Oct 2024, 09:45 |
| Q2 2024 | 33 | $5,870,526,424 | +$40,371,459 | -$71,981,945 | -$31,610,486 | AXP, BRKB, MCO, MA, BKNG | 13F-HR | 31 Jul 2024, 10:42 |
| Q1 2024 | 33 | $6,031,260,290 | +$12,317,608 | -$380,852,462 | -$368,534,854 | BRKB, AXP, MA, MCO, SPGI | 13F-HR | 02 May 2024, 14:00 |
| Q4 2023 | 33 | $6,095,449,846 | +$15,794,323 | -$199,955,549 | -$184,161,226 | BRKB, AXP, MCO, MA, SPGI | 13F-HR | 30 Jan 2024, 16:45 |
| Q3 2023 | 33 | $5,678,006,954 | +$271,657,146 | -$2,910,916 | +$268,746,230 | BRKB, MA, MCO, AXP, SPGI | 13F-HR | 25 Oct 2023, 09:12 |
| Q2 2023 | 32 | $5,548,894,941 | +$272,513,734 | -$172,940,913 | +$99,572,821 | BRKB, AXP, MCO, MA, SPGI | 13F-HR | 19 Jul 2023, 14:04 |
| Q1 2023 | 31 | $5,025,963,187 | +$269,924,440 | -$68,338,098 | +$201,586,342 | BRKB, MCO, AXP, SPGI, MA | 13F-HR | 02 May 2023, 14:05 |
| Q4 2022 | 30 | $4,507,262,730 | +$219,436,375 | -$410,453,803 | -$191,017,428 | BRKB, AXP, MCO, SPGI, MA | 13F-HR | 23 Jan 2023, 09:49 |
| Q3 2022 | 29 | $4,128,315,000 | +$193,633,632 | -$39,126,980 | +$154,506,652 | BRKB, AXP, SPGI, DE, MCO | 13F-HR | 27 Oct 2022, 10:01 |
| Q2 2022 | 43 | $4,426,281,000 | +$260,272,695 | -$280,532,254 | -$20,259,559 | BRKB, AXP, SPGI, MCO, MA | 13F-HR | 15 Jul 2022, 06:41 |
| Q1 2022 | 32 | $5,545,278,000 | +$321,773,710 | -$798,223,931 | -$476,450,221 | BRKB, AXP, SPGI, MCO, DE | 13F-HR | 22 Apr 2022, 13:56 |
| Q4 2021 | 32 | $6,022,385,000 | +$17,764,298 | -$7,241,086 | +$10,523,212 | AXP, BRKB, MCO, SPGI, DE | 13F-HR | 01 Feb 2022, 12:43 |
| Q3 2021 | 40 | $5,897,894,000 | +$109,659,682 | -$41,272,179 | +$68,387,503 | AXP, BRKB, MCO, SPGI, DE | 13F-HR | 03 Nov 2021, 13:31 |
| Q2 2021 | 43 | $5,866,581,000 | +$121,545,873 | -$335,914,968 | -$214,369,095 | AXP, BRKB, MCO, SPGI, DE | 13F-HR | 02 Aug 2021, 07:09 |
| Q1 2021 | 43 | $5,582,751,000 | +$144,214,135 | -$246,913,689 | -$102,699,554 | AXP, DE, BRKB, MCO, SPGI | 13F-HR | 22 Apr 2021, 06:03 |
| Q4 2020 | 42 | $5,163,420,000 | +$37,020,815 | -$172,049,491 | -$135,028,676 | AXP, DE, BRKB, MCO, CMCSA | 13F-HR | 19 Jan 2021, 11:20 |
| Q3 2020 | 42 | $4,770,632,000 | +$3,035,648 | -$161,427,705 | -$158,392,057 | BRKB, SPGI, DE, MCO, AXP | 13F-HR | 06 Nov 2020, 11:46 |
| Q2 2020 | 44 | $4,373,067,000 | +$315,145,848 | -$227,055,861 | +$88,089,987 | SPGI, MCO, AXP, BRKB, DE | 13F-HR | 15 Jul 2020, 06:07 |
| Q1 2020 | 40 | $3,732,478,000 | +$276,117,545 | -$903,635 | +$275,213,910 | BRKB, MCO, SPGI, AXP, CMCSA | 13F-HR | 14 Apr 2020, 07:56 |
| Q4 2019 | 41 | $4,487,803,000 | +$128,716,890 | -$18,080,659 | +$110,636,231 | BRKB, AXP, MCO, WFC, SPGI | 13F-HR | 18 Feb 2020, 06:04 |
| Q3 2019 | 41 | $4,014,178,000 | +$19,529,679 | -$42,925,854 | -$23,396,175 | BRKB, AXP, WFC, MCO, SPGI | 13F-HR | 02 Dec 2019, 14:08 |
| Q2 2019 | 40 | $4,001,309,000 | $0 | $0 | $0 | BRKB, AXP, WFC, MCO, SPGI | New Holdings | 02 Dec 2019, 14:05 |
| Q2 2019 | 70 | $4,010,152,000 | +$201,797,245 | -$2,920,698 | +$198,876,547 | BRKB, AXP, WFC, MCO, SPGI | 13F-HR | 16 Sep 2019, 06:31 |
| Q1 2019 | 38 | $3,567,349,000 | +$261,442,541 | -$4,788,761 | +$256,653,780 | BRKB, AXP, MCO, WFC, SPGI | 13F-HR | 02 Dec 2019, 14:01 |
| Q4 2018 | 38 | $2,898,194,000 | +$443,816,898 | -$282,968,357 | +$160,848,541 | BRKB, AXP, WFC, DE, MCO | 13F-HR | 19 Dec 2019, 14:04 |
| Q3 2018 | 40 | $2,993,620,000 | +$124,828,646 | -$319,591,088 | -$194,762,442 | BRKB, AXP, WFC, DE, CMCSA | 13F-HR | 19 Dec 2019, 13:59 |
| Q2 2018 | 54 | $3,010,076,000 | +$263,684,593 | -$47,666,350 | +$216,018,243 | BRKB, AXP, WFC, DE, CMCSA | 13F-HR | 19 Dec 2019, 13:48 |
| Q1 2018 | 39 | $2,802,958,000 | +$280,340,314 | -$139,686,441 | +$140,653,873 | BRKB, AXP, DE, WFC, PX | 13F-HR | 19 Dec 2019, 13:45 |
| Q4 2017 | 42 | $2,763,979,000 | +$224,280,518 | -$247,719,768 | -$23,439,250 | BRKB, AXP, WFC, DE, PX | 13F-HR | 19 Dec 2019, 13:43 |
| Q3 2017 | 44 | $2,582,390,000 | +$170,153,600 | -$53,518,818 | +$116,634,782 | BRKB, AXP, DE, WFC, CMCSA | 13F-HR | 19 Dec 2019, 13:41 |
| Q2 2017 | 43 | $2,371,691,000 | +$168,789,780 | -$9,320,354 | +$159,469,426 | BRKB, DE, AXP, WFC, CMCSA | 13F-HR | 19 Dec 2019, 13:37 |
| Q1 2017 | 45 | $2,134,745,000 | +$333,871,393 | -$77,036,309 | +$256,835,084 | BRKB, DE, AXP, WFC, NOV | 13F-HR | 19 Dec 2019, 13:36 |
| Q4 2016 | 38 | $1,797,004,000 | +$174,113,377 | -$4,544,869 | +$169,568,508 | BRKB, AXP, DE, WFC, NOV | 13F-HR | 19 Dec 2019, 13:34 |
| Q3 2016 | 39 | $1,438,391,000 | +$14,276,461 | -$4,696,720 | +$9,579,741 | BRKB, AXP, DE, WFC, NOV | 13F-HR | 19 Dec 2019, 13:31 |
| Q2 2016 | 41 | $1,388,109,000 | +$8,881,498 | -$157,695,386 | -$148,813,888 | BRKB, AXP, DE, WFC, NOV | 13F-HR | 19 Dec 2019, 13:30 |
| Q1 2016 | 41 | $1,523,619,000 | +$130,102,037 | -$49,267,825 | +$80,834,212 | BRKB, AXP, DE, WFC, NOV | 13F-HR | 19 Dec 2019, 13:27 |
| Q4 2015 | 58 | $1,450,978,000 | +$184,868,255 | -$40,500,329 | +$144,367,926 | BRKB, AXP, DE, WFC, PX | 13F-HR | 19 Dec 2019, 13:26 |
| Q3 2015 | 40 | $1,309,739,000 | +$413,321,260 | -$7,877,119 | +$405,444,141 | BRKB, AXP, DE, WFC, PX | 13F-HR | 19 Dec 2019, 13:20 |
| Q2 2015 | 62 | $985,411,000 | +$39,358,830 | -$12,833,527 | +$26,525,303 | BRKB, AXP, DE, WFC, RYAAY | 13F-HR | 19 Dec 2019, 13:15 |
| Q1 2015 | 77 | $958,126,000 | +$81,830,633 | -$16,571,772 | +$65,258,861 | BRKB, AXP, WFC, DE, RYAAY | 13F-HR | 19 Dec 2019, 13:13 |
| Q4 2014 | 65 | $938,422,000 | +$67,245,964 | -$2,603,585 | +$64,642,379 | BRKB, WFC, AXP, DE, RYAAY | 13F-HR | 19 Dec 2019, 13:10 |
| Q3 2014 | 61 | $811,553,000 | +$37,306,847 | -$167,115,583 | -$129,808,736 | BRKB, WFC, AXP, DE, RYAAY | 13F-HR | 19 Dec 2019, 13:04 |
| Q2 2014 | 74 | $941,138,000 | +$132,475,298 | -$2,619,469 | +$129,855,829 | BRKB, AXP, WFC, DE, L | 13F-HR | 19 Dec 2019, 13:01 |
| Q1 2014 | 67 | $810,133,000 | $0 | $0 | $0 | BRKB, AXP, WFC, DE, L | 13F-HR | 19 Dec 2019, 12:58 |