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Tara O'Hagan

Rothschild & Co Wealth Management Uk Ltd

Assets Managed
$6.534B
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
2.76%(2Q avg: 2.51%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild & Co Wealth Management Uk Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Rothschild & Co Wealth Management Uk Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.534B in assets, with a quarterly growth rate of 2.76% and a 2-quarter average growth rate of 2.51%. The portfolio is managed by Tara O'Hagan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AXP
American Express Co
Recent Activity
Decreased -2.15%
13.17%
$860.301M
2.844M shares@ $302.49 avg price
BKNG
Booking Holdings Inc
Recent Activity
Increased 20.11%
11.08%
$723.754M
171,900 shares@ $4210.32 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.71%
10.76%
$702.77M
1.467M shares@ $479.21 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -2.16%
10.35%
$675.844M
1.353M shares@ $499.67 avg price
DE
Deere & Co
Recent Activity
Decreased -0.85%
10.3%
$672.585M
1.194M shares@ $563.3 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 26.37%
8.74%
$570.989M
1.342M shares@ $425.34 avg price
SUNB
Sunbelt Rentals Holdings Inc
Recent Activity
New Position
8.18%
$534.398M
8.512M shares@ $62.79 avg price
MCO
Moody's Corp
Recent Activity
Decreased -0.74%
7.41%
$483.772M
1.109M shares@ $436.26 avg price
CP
Canadian Pacific Kansas City
Recent Activity
Decreased -1.66%
6.34%
$414.08M
5.264M shares@ $78.66 avg price
CMCSA
Comcast Corp-class A
Recent Activity
Increased 0.62%
5.06%
$329.984M
11.494M shares@ $28.72 avg price

1-10 of 25