Rothschild & Co Wealth Management UK Ltd holdings history

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203 is the total number of securities Rothschild & Co Wealth Management UK Ltd has owned. The longest Rothschild & Co Wealth Management UK Ltd has owned a single stock is 39 quarters.

Rothschild & Co Wealth Management UK Ltd historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...39399.78%19.61%43.63%Q1 2014Q3 202339
AXP AMERICAN EXPRESS CO39398.94%13.79%19.75%Q1 2014Q3 202339
DE DEERE & CO39396.30%11.38%18.16%Q1 2014Q3 202339
WFC WELLS FARGO CO NEW39390.14%9.60%17.93%Q1 2014Q3 202339
IVV ISHARES TR39390.03%0.07%0.19%Q1 2014Q3 202339
EEM ISHARES TR39390.01%0.06%0.17%Q1 2014Q3 202339
BRKA BERKSHIRE HATHAWAY INC...39390.02%0.04%0.10%Q1 2014Q3 202339
JNJ JOHNSON & JOHNSON34340.00%0.03%0.22%Q1 2014Q2 202234
TUP TUPPERWARE BRANDS CORP34340.00%0.00%0.00%Q1 2014Q2 202234
RYAAY RYANAIR HOLDINGS PLC32321.16%1.99%3.12%Q4 2015Q3 202332
GLD SPDR GOLD TRUST32320.02%0.26%2.04%Q1 2014Q4 202132
URTH ISHARES INC21110.01%0.06%0.15%Q2 2015Q3 202332
IWM ISHARES TR31310.00%0.08%0.24%Q1 2014Q3 202131
EZU ISHARES INC31310.00%0.07%0.22%Q1 2014Q3 202131
PM PHILIP MORRIS INTL INC31310.00%0.03%0.16%Q1 2014Q3 202131
MO ALTRIA GROUP INC31310.00%0.03%0.14%Q1 2014Q3 202131
D DOMINION RES INC VA NEW31310.00%0.02%0.07%Q1 2014Q3 202131
T AT&T INC31310.00%0.02%0.05%Q1 2014Q3 202131
AAPL APPLE INC3010.00%0.00%0.07%Q1 2014Q1 202331
EWU ISHARES TR28280.02%0.07%0.13%Q4 2016Q3 202328
CMCSA COMCAST CORP NEW27276.64%8.28%11.32%Q1 2017Q3 202327
CHTR CHARTER COMMUNICATIONS...27273.48%4.91%7.57%Q1 2017Q3 202327
AAXJ ISHARES TR27270.03%0.05%0.12%Q1 2017Q3 202327
TTE Total SE27270.00%0.01%0.03%Q1 2015Q3 202127
CABO CABLE ONE INC26263.02%5.19%7.00%Q2 2017Q3 202326
MCO MOODYS CORP25252.76%9.40%11.88%Q3 2017Q3 202325
V VISA INC1710.00%0.05%0.21%Q1 2015Q3 202325
UTX UNITED TECHNOLOGIES CORP25250.00%0.02%0.04%Q1 2014Q1 202025
LBRDK LIBERTY BROADBAND CORP24241.19%1.80%2.19%Q4 2017Q3 202324
SPGI S&P GLOBAL INC23236.64%9.90%13.49%Q1 2018Q3 202323
PG PROCTER & GAMBLE CO22220.00%0.13%0.52%Q1 2014Q2 201922
MA MASTERCARD INCORPORATED2010.00%7.57%10.74%Q2 2018Q3 202321
AMZN AMAZON COM INC2010.00%0.01%0.02%Q1 2014Q2 202221
XOM EXXON MOBIL CORP20200.00%0.06%0.26%Q1 2014Q4 201820
FOXA FOX CORP19190.15%3.30%8.37%Q1 2019Q3 202319
VGK VANGUARD INTL EQUITY I...19190.02%0.05%0.10%Q1 2019Q3 202319
GE GENERAL ELECTRIC CO19190.00%0.03%0.07%Q1 2014Q3 201819
SLB SCHLUMBERGER LTD1260.00%0.01%0.03%Q1 2014Q4 201918
NKE NIKE INC18180.00%0.00%0.00%Q1 2017Q2 202118
LC LENDINGCLUB CORP17170.01%0.02%0.05%Q3 2019Q3 202317
VWO VANGUARD INTL EQUITY I...17170.01%0.02%0.02%Q3 2019Q3 202317
INTL INTL FCSTONE INC1610.00%0.00%0.01%Q1 2014Q2 201917
MSFT MICROSOFT CORP610.00%1.94%7.41%Q1 2014Q3 202315
AIGWS AMERICAN INTL GROUP INC15150.00%0.00%0.00%Q1 2014Q3 201715
BKNG BOOKING HOLDINGS INC14142.80%4.64%8.14%Q2 2020Q3 202314
LC LENDINGCLUB CORP14140.04%0.11%0.27%Q1 2016Q2 201914
ESGE ISHARES INC14140.00%0.01%0.01%Q2 2020Q3 202314
VSGX VANGUARD WORLD FD14140.00%0.01%0.01%Q2 2020Q3 202314
PX PRAXAIR INC13136.99%8.07%10.00%Q3 2015Q3 201813
NOV NATIONAL OILWELL VARCO...13130.00%6.49%11.97%Q3 2015Q3 201813
CL COLGATE PALMOLIVE CO760.02%2.76%6.86%Q1 2014Q2 201813
NOC NORTHROP GRUMMAN CORP13130.01%0.08%0.10%Q1 2014Q1 201713
MIDD MIDDLEBY CORP12120.03%2.80%6.60%Q3 2018Q2 202112
BACWSA BANK OF AMERICA CORPOR...12120.03%0.08%0.18%Q1 2014Q4 201612
BUD ANHEUSER BUSCH INBEV S...11110.06%0.14%0.20%Q1 2014Q3 201611
IBM INTERNATIONAL BUSINESS...11110.06%0.12%0.20%Q1 2014Q3 201611
VOO VANGUARD INDEX FDS11110.01%0.01%0.01%Q1 2021Q3 202311
EPP ISHARES10100.03%0.06%0.09%Q1 2014Q2 201610
HDV ISHARES TR10100.01%0.02%0.06%Q3 2015Q4 201710
JPM JPMORGAN CHASE & CO640.00%0.02%0.05%Q1 2014Q1 202010
SRE SEMPRA ENERGY990.01%0.05%0.08%Q1 2014Q1 20169
KMI KINDER MORGAN INC DEL990.01%0.02%0.03%Q1 2014Q1 20169
PFE PFIZER INC610.00%0.03%0.09%Q1 2014Q1 20178
MRK MERCK & CO INC NEW610.00%0.01%0.02%Q1 2014Q2 20198
QQQE DIREXION SHS ETF TR770.22%2.96%7.73%Q1 2022Q3 20237
RYAAY RYANAIR HLDGS PLC771.31%2.81%3.59%Q1 2014Q3 20157
DIS DISNEY WALT CO520.00%0.03%0.04%Q1 2014Q1 20167
CVX CHEVRON CORP NEW610.00%0.02%0.03%Q1 2014Q4 20157
DBC POWERSHARES DB CMDTY I...770.01%0.02%0.03%Q1 2014Q3 20157
WMT WAL-MART STORES INC610.00%0.02%0.02%Q1 2014Q2 20187
SDY SPDR SERIES TRUST770.01%0.01%0.02%Q2 2016Q4 20177
CSCO CISCO SYS INC610.00%0.01%0.01%Q1 2014Q4 20157
OPNT OPIANT PHARMACEUTICALS...770.00%0.00%0.00%Q1 2020Q3 20217
HEEM ISHARES INC660.06%0.07%0.08%Q2 2016Q3 20176
PEP PEPSICO INC660.02%0.04%0.05%Q1 2014Q2 20156
VTWO VANGUARD SCOTTSDALE FDS660.02%0.02%0.03%Q3 2019Q4 20206
OMC OMNICOM GROUP INC660.01%0.02%0.02%Q1 2014Q2 20156
TSLA TESLA MTRS INC410.00%0.01%0.01%Q1 2014Q2 20196
BAC BK OF AMERICA CORP410.00%0.00%0.00%Q2 2015Q1 20206
EWJ ISHARES550.12%0.14%0.16%Q2 2015Q2 20165
KO COCA COLA CO550.01%0.02%0.03%Q1 2014Q1 20155
MDSO MEDIDATA SOLUTIONS INC550.01%0.02%0.02%Q1 2014Q1 20155
MON MONSANTO CO NEW550.01%0.01%0.03%Q1 2014Q1 20155
NEM NEWMONT MINING CORP550.00%0.00%0.00%Q1 2014Q1 20155
PBR PETROLEO BRASILEIRO SA...550.00%0.00%0.00%Q1 2014Q1 20155
L LOEWS CORP440.00%5.46%11.41%Q1 2014Q4 20144
W WAYFAIR INC440.11%0.16%0.21%Q4 2022Q3 20234
LNG CHENIERE ENERGY INC440.10%0.11%0.13%Q1 2014Q4 20144
QQEW FIRST TR NAS100 EQ WEI...440.02%0.02%0.02%Q1 2021Q4 20214
MDT MEDTRONIC INC440.01%0.01%0.02%Q1 2014Q4 20144
ACM AECOM440.01%0.01%0.01%Q2 2021Q1 20224
GOOG GOOGLE INC440.00%0.01%0.03%Q2 2014Q1 20154
UN UNILEVER N V440.01%0.01%0.01%Q1 2014Q4 20144
COP CONOCOPHILLIPS210.00%0.01%0.02%Q1 2015Q2 20194
MDLZ MONDELEZ INTL INC440.01%0.01%0.01%Q1 2014Q4 20144
ESML ISHARES TR440.00%0.00%0.00%Q2 2020Q1 20214
KRFT KRAFT FOODS GROUP INC440.00%0.00%0.00%Q1 2014Q4 20144
C CITIGROUP INC110.00%0.00%0.01%Q2 2014Q2 20184
JACKSON FINANCIAL INC440.00%0.00%0.00%Q3 2021Q2 20224
GOOGL GOOGLE INC440.00%0.00%0.00%Q1 2014Q4 20144
COH COACH INC210.00%4.64%7.63%Q1 2014Q4 20143
BDX BECTON DICKINSON & CO330.03%0.03%0.03%Q1 2014Q3 20143
TSM TAIWAN SEMICONDUCTOR M...110.00%0.01%0.03%Q2 2014Q2 20223
CCL CARNIVAL CORP210.00%0.01%0.03%Q1 2015Q4 20153
SCTY SOLARCITY CORP330.01%0.01%0.01%Q4 2014Q2 20153
GDXJ MARKET VECTORS ETF TR330.01%0.01%0.01%Q1 2014Q3 20143
GOOG ALPHABET INC110.00%0.00%0.01%Q2 2016Q2 20193
IEUR ISHARES TR330.00%0.00%0.00%Q1 2017Q3 20173
HAL HALLIBURTON CO110.00%0.00%0.00%Q2 2015Q2 20183
CAT CATERPILLAR INC DEL110.00%0.00%0.00%Q2 2015Q2 20183
CANADIAN PACIFIC KANSA...223.46%4.85%6.25%Q2 2023Q3 20232
PCP PRECISION CASTPARTS CORP222.86%3.01%3.15%Q3 2015Q4 20152
VGT VANGUARD WORLD FDS220.09%0.10%0.12%Q3 2016Q4 20162
VPL VANGUARD INTL EQUITY I...220.04%0.05%0.06%Q2 2023Q3 20232
MCD MCDONALDS CORP110.00%0.01%0.02%Q1 2015Q2 20222
HPQ HEWLETT PACKARD CO220.01%0.01%0.01%Q1 2014Q2 20142
HES HESS CORP220.01%0.01%0.01%Q1 2014Q2 20142
AIG AMERICAN INTL GROUP INC220.01%0.01%0.01%Q1 2014Q2 20142
GM GENERAL MTRS CO220.01%0.01%0.01%Q1 2014Q2 20142
VZ VERIZON COMMUNICATIONS...110.00%0.01%0.01%Q1 2014Q2 20192
WMB WILLIAMS COS INC DEL220.00%0.00%0.00%Q4 2014Q1 20152
TGT TARGET CORP220.00%0.00%0.00%Q4 2014Q1 20152
MMM 3M CO110.00%0.00%0.00%Q2 2019Q2 20222
UNH UNITEDHEALTH GROUP INC110.00%0.00%0.00%Q2 2018Q2 20222
ABBV ABBVIE INC110.00%0.00%0.00%Q2 2015Q4 20152
FDX FEDEX CORP110.00%0.00%0.00%Q2 2015Q4 20152
BA BOEING CO110.00%0.00%0.00%Q2 2015Q4 20152
ABT ABBOTT LABS110.00%0.00%0.00%Q2 2015Q4 20152
QCOM QUALCOMM INC110.00%0.00%0.00%Q2 2015Q4 20152
FCX FREEPORT-MCMORAN INC110.00%0.00%0.00%Q2 2015Q4 20152
EWU ISHARES TR110.13%0.13%0.13%Q3 2016Q3 20161
IDV ISHARES TR110.09%0.09%0.09%Q1 2017Q1 20171
UNP UNION PAC CORP110.07%0.07%0.07%Q1 2015Q1 20151
GILD GILEAD SCIENCES INC110.07%0.07%0.07%Q1 2015Q1 20151
FB Facebook Inc110.05%0.05%0.05%Q2 2019Q2 20191
RAI REYNOLDS AMERICAN INC110.05%0.05%0.05%Q1 2015Q1 20151
CMI CUMMINS INC110.05%0.05%0.05%Q1 2015Q1 20151
IEMG ISHARES INC110.04%0.04%0.04%Q3 2023Q3 20231
GIS GENERAL MLS INC110.04%0.04%0.04%Q1 2015Q1 20151
SHW SHERWIN WILLIAMS CO110.03%0.03%0.03%Q1 2015Q1 20151
CE CELANESE CORP DEL110.03%0.03%0.03%Q1 2015Q1 20151
MET METLIFE INC110.03%0.03%0.03%Q1 2015Q1 20151
LMT LOCKHEED MARTIN CORP110.03%0.03%0.03%Q1 2015Q1 20151
LLY LILLY ELI & CO110.03%0.03%0.03%Q1 2015Q1 20151
HP HELMERICH & PAYNE INC110.03%0.03%0.03%Q1 2015Q1 20151
SO SOUTHERN CO110.02%0.02%0.02%Q1 2015Q1 20151
ITW ILLINOIS TOOL WKS INC110.02%0.02%0.02%Q1 2015Q1 20151
BLL BALL CORP110.02%0.02%0.02%Q1 2015Q1 20151
INTC INTEL CORP110.02%0.02%0.02%Q1 2015Q1 20151
ATVI ACTIVISION BLIZZARD INC110.02%0.02%0.02%Q2 2019Q2 20191
TS TENARIS S A110.02%0.02%0.02%Q2 2019Q2 20191
EMR EMERSON ELEC CO110.02%0.02%0.02%Q1 2015Q1 20151
KEY KEYCORP NEW110.02%0.02%0.02%Q2 2014Q2 20141
AEO AMERICAN EAGLE OUTFITT...110.02%0.02%0.02%Q2 2014Q2 20141
GOOGL Alphabet Inc110.02%0.02%0.02%Q2 2019Q2 20191
BWA BORGWARNER INC110.01%0.01%0.01%Q2 2014Q2 20141
TJX TJX COS INC NEW110.01%0.01%0.01%Q2 2014Q2 20141
INTU INTUIT110.01%0.01%0.01%Q2 2014Q2 20141
FITB FIFTH THIRD BANCORP110.01%0.01%0.01%Q2 2014Q2 20141
EBAY EBAY INC110.01%0.01%0.01%Q2 2014Q2 20141
SYF SYNCHRONY FINL110.01%0.01%0.01%Q2 2019Q2 20191
XYL XYLEM INC110.01%0.01%0.01%Q2 2019Q2 20191
CRM SALESFORCE COM INC110.01%0.01%0.01%Q2 2019Q2 20191
CP CANADIAN PAC RY LTD110.00%0.00%0.00%Q4 2014Q4 20141
ORCL ORACLE CORP110.00%0.00%0.00%Q2 2016Q2 20161
BIT BLACKROCK MULTI-SECTOR...110.00%0.00%0.00%Q1 2016Q1 20161
KORS MICHAEL KORS HLDGS LTD110.00%0.00%0.00%Q4 2014Q4 20141
MOVE MOVE INC110.00%0.00%0.00%Q1 2014Q1 20141
L100PS Arconic Inc110.00%0.00%0.00%Q2 2019Q2 20191
INCY Incyte Corp110.00%0.00%0.00%Q2 2019Q2 20191
HON HONEYWELL INTL INC110.00%0.00%0.00%Q2 2018Q2 20181
DATA TABLEAU SOFTWARE INC110.00%0.00%0.00%Q2 2019Q2 20191
BX BLACKSTONE GROUP L P110.00%0.00%0.00%Q2 2015Q2 20151
BABA ALIBABA GROUP HOLDING LTD110.00%0.00%0.00%Q2 2019Q2 20191
TMO THERMO FISHER SCIENTIF...110.00%0.00%0.00%Q2 2022Q2 20221
XLF SELECT SECTOR SPDR TR110.00%0.00%0.00%Q2 2019Q2 20191
HD HOME DEPOT INC110.00%0.00%0.00%Q2 2018Q2 20181
HPQ HP Inc110.00%0.00%0.00%Q2 2019Q2 20191
RSG REPUBLIC SVCS INC110.00%0.00%0.00%Q2 2018Q2 20181
PXD PIONEER NAT RES CO110.00%0.00%0.00%Q2 2018Q2 20181
BOTZ GLOBAL X FDS110.00%0.00%0.00%Q2 2019Q2 20191
CARR CARRIER GLOBAL CORPORA...110.00%0.00%0.00%Q2 2020Q2 20201
RSX VANECK VECTORS ETF TR110.00%0.00%0.00%Q2 2019Q2 20191
RNG RINGCENTRAL INC110.00%0.00%0.00%Q2 2019Q2 20191
HDB HDFC BANK LTD110.00%0.00%0.00%Q2 2022Q2 20221
RTX RAYTHEON TECHNOLOGIES ...110.00%0.00%0.00%Q2 2020Q2 20201
ZEN ZENDESK INC110.00%0.00%0.00%Q2 2019Q2 20191
BK BANK NEW YORK MELLON CORP110.00%0.00%0.00%Q2 2018Q2 20181
KDP KEURIG DR PEPPER INC110.00%0.00%0.00%Q2 2019Q2 20191
NVDA NVIDIA CORP110.00%0.00%0.00%Q2 2019Q2 20191
PYPL PAYPAL HLDGS INC110.00%0.00%0.00%Q2 2019Q2 20191
NMR NOMURA HLDGS INC110.00%0.00%0.00%Q2 2019Q2 20191
ADBE ADOBE SYSTEMS INCORPOR...110.00%0.00%0.00%Q2 2022Q2 20221
OTIS OTIS WORLDWIDE CORP110.00%0.00%0.00%Q2 2020Q2 20201
GHC GRAHAM HLDGS CO110.00%0.00%0.00%Q2 2022Q2 20221
NFLX NETFLIX INC110.00%0.00%0.00%Q2 2019Q2 20191
AVGO BROADCOM INC110.00%0.00%0.00%Q2 2018Q2 20181
HOG HARLEY DAVIDSON INC110.00%0.00%0.00%Q4 2015Q4 20151
TRU TRANSUNION110.00%0.00%0.00%Q2 2022Q2 20221
DHR DANAHER CORP DEL110.00%0.00%0.00%Q2 2018Q2 20181
CGNX COGNEX CORP110.00%0.00%0.00%Q2 2022Q2 20221
CHL CHINA MOBILE LIMITED110.00%0.00%0.00%Q2 2019Q2 20191
RUBI RUBICON PROJ INC110.00%0.00%0.00%Q2 2019Q2 20191
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, AMERICAN EXPRESS CO, and DEERE & CO, are the highest-conviction holdings of Rothschild & Co Wealth Management UK Ltd.

The conviction is calculated by counting the number of quarters a security has been reported by Rothschild & Co Wealth Management UK Ltd. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Rothschild & Co Wealth Management UK Ltd owns currently or has owned in the past.