Arkolith/Funds/Rothschild & Co Wealth Management UK Ltd

Rothschild & Co Wealth Management UK Ltd

CIK 1784260Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Rothschild & Co Wealth Management UK Ltd holds a focused book of 25 stocks worth $6.9B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Fox Corp - Class A and trimmed American Express Co. Their largest long position is American Express Co at 14% of the equity book.

Opened
2
bought for the first time
Added to
6
already held, bought more
Trimmed
18
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
92%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
50%
Industrials
38%
Communication Services
6%
Information Technology
6%
Consumer Discretionary
0%
ETF / fund or unclassified
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rothschild & Co Wealth Management UK Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.27 / 25$272.6B
MORGAN STANLEY27 / 25$78.4B
JPMORGAN CHASE & CO27 / 25$78.1B
FMR LLC27 / 25$56.0B
BANK OF AMERICA CORP /DE/27 / 25$53.6B
GOLDMAN SACHS GROUP INC27 / 25$35.8B
ROYAL BANK OF CANADA27 / 25$35.8B
WELLS FARGO & COMPANY/MN27 / 25$31.4B

Ranked by how many of Rothschild & Co Wealth Management UK Ltd's top 25 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

25 positions
#SecurityValueShares% PortLast moveHistory
1American Express Co
COM
$960.0M2.84M
13.9%
▼−0.2%
Reduced · −6K sh
2Booking Holdings Inc
COM
$764.7M4.29M
11.0%
▲25×
Added · +4.1M sh
3Deere & Co
COM
$738.0M1.16M
10.7%
▼−2.5%
Reduced · −31K sh
4Berkshire Hathaway Inc Del
CL B NEW
$729.8M1.46M
10.5%
▼−0.5%
Reduced · −8K sh
5Mastercard Incorporated
CL A
$693.0M1.35M
10.0%
▼−0.2%
Reduced · −3K sh
6Sunbelt Rentals Holdings Inc
SHS
$634.5M8.65M
9.2%
▲+1.7%
Added · +142K sh
7S&P Global Inc
COM
$543.4M1.33M
7.8%
▼−0.6%
Reduced · −8K sh
8Moodys Corp
COM
$500.4M1.10M
7.2%
▼−0.4%
Reduced · −4K sh
9Canadian Pacific Kansas City
COM
$452.6M5.22M
6.5%
▼−0.8%
Reduced · −41K sh
10Texas Instrs Inc
COM
$384.0M1.29M
5.5%
▼−3.9%
Reduced · −52K sh
11Comcast Corp New
CL A
$277.5M11.30M
4.0%
▼−1.7%
Reduced · −191K sh
12Charter Communications Inc
CL A
$81.1M570.4K
1.2%
▲+1.3%
Added · +7K sh
13Wayfair Inc
CL A
$32.4M350.8K
0.5%
▲+18%
Added · +53K sh
14Visa Inc
COM CL A
$30.9M90.1K
0.4%
▲+18%
Added · +14K sh
15Liberty Broadband Corp
COM SER C
$30.7M923.4K
0.4%
▼−1.4%
Reduced · −13K sh
16Versant Media Group Inc
COM CL A
$15.9M442.3K
0.2%
▼−1.3%
Reduced · −6K sh
17Cable One Inc
COM
$14.7M276.6K
0.2%
▼−1.2%
Reduced · −3K sh
18Canadian Natl Ry Co
COM
$11.0M92.0K
0.2%
▲+19%
Added · +15K sh
19Ishares TR
MSCI UK ETF NEW
$8.0M173.4K
0.1%
▼−26%
Reduced · −60K sh
20Ryanair Holdings PLC
SPONSORED ADR
$7.2M111.3K
0.1%
▼−1.1%
Reduced · −1K sh
21Liberty Cap Corp
SER C GCI GROUP
$5.4M250.0K
0.1%
▼−1.4%
Reduced · −4K sh
22Ishares TR
MSCI AC ASIA ETF
$5.3M44.7K
0.1%
▼−11%
Reduced · −6K sh
23Ishares TR
CORE S&P500 ETF
$3.7M4.9K
0.1%
—Held
24Ishares Inc
CORE MSCI EMKT
$2.5M30.4K
0.0%
▼−52%
Reduced · −33K sh
25Vanguard Intl Equity Index F
FTSE EUROPE ETF
$767K8.7K
0.0%
▼−65%
Reduced · −16K sh
Showing all 25 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202625$6.9B13F-HR
Q1 2026Mar 31, 2026May 8, 202625$6.5B13F-HR
Q4 2025Dec 31, 2025Jan 28, 202625$6.4B13F-HR
Q3 2025Sep 30, 2025Nov 7, 202526$6.2B13F-HR
Q2 2025Jun 30, 2025Aug 6, 202527$6.7B13F-HR
Q1 2025Mar 31, 2025May 6, 202527$5.9B13F-HR
Q4 2024Dec 31, 2024Jan 17, 202531$5.7B13F-HR
Q3 2024Sep 30, 2024Oct 18, 202432$6.3B13F-HR
Q2 2024Jun 30, 2024Jul 31, 202433$5.9B13F-HR
Q1 2024Mar 31, 2024May 2, 202433$6.0B13F-HR
Q4 2023Dec 31, 2023Jan 30, 202433$6.1B13F-HR
Q3 2023Sep 30, 2023Oct 25, 202333$5.7B13F-HR
Q2 2023Jun 30, 2023Jul 19, 202332$5.5B13F-HR
Q1 2023Mar 31, 2023May 2, 202331$5.0B13F-HR
Q4 2022Dec 31, 2022Jan 23, 202330$4.5B13F-HR
Q3 2022Sep 30, 2022Oct 27, 202229$4.1B13F-HR
Q2 2022Jun 30, 2022Jul 15, 202243$4.4B13F-HR
Q1 2022Mar 31, 2022Apr 22, 202232$5.5B13F-HR
Q4 2021Dec 31, 2021Feb 1, 202232$6.0B13F-HR
Q3 2021Sep 30, 2021Nov 3, 202140$5.9B13F-HR
Q2 2021Jun 30, 2021Aug 2, 202143$5.9B13F-HR
Q1 2021Mar 31, 2021Apr 22, 202143$5.6B13F-HR
Q4 2020Dec 31, 2020Jan 19, 202142$5.2B13F-HR
Q3 2020Sep 30, 2020Nov 6, 202042$4.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.