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Fund Update: Rothschild & Co Wealth Management UK Ltd Just Disclosed New Holdings

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Rothschild & Co Wealth Management UK Ltd just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • A decrease of -3,625,718 shares of $RYAAY (~$158,045,048). This was a decrease of ~59% from their previous position.
  • A decrease of -496,550 shares of $AXP (~$147,371,074). This was a decrease of ~15% from their previous position.
  • A decrease of -321,699 shares of $BRK.B (~$145,819,723). This was a decrease of ~19% from their previous position.
  • A decrease of -277,620 shares of $MCO (~$131,416,979). This was a decrease of ~20% from their previous position.
  • A decrease of -247,186 shares of $SPGI (~$123,106,044). This was a decrease of ~20% from their previous position.
  • A decrease of -177,791 shares of $MA (~$93,619,407). This was a decrease of ~12% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's fund page for Rothschild & Co Wealth Management UK Ltd for more details.

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