SEC 13F Intelligence

Rothschild & Co Wealth Management UK Ltd / MSFT

Rothschild & Co Wealth Management UK Ltd’s Microsoft Corp Position

Does Rothschild & Co Wealth Management UK Ltd own Microsoft Corp (MSFT)? Not currently — the last reported position was 969.6K shares worth $365M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$365M
Q4 2023
Shares
969.6K
% of Portfolio
+5.98%
Quarters Held
7
position exited

Position History MSFT

Reported value by quarter
Q2 ’22: $116MQ2 ’22Q3 ’22: $107MQ3 ’22Q4 ’22: $118MQ4 ’22Q1 ’23: $341MQ1 ’23Q2 ’23: $411MQ2 ’23Q3 ’23: $387MQ3 ’23Q4 ’23: $365MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023969.6K$365M+5.98%
Q3 20231.22M$387M+6.81%
Q2 20231.21M$411M+7.41%
Q1 20231.18M$341M+6.79%
Q4 2022490.5K$118M+2.61%
Q3 2022458.7K$107M+2.59%
Q2 2022451.6K$116M+2.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Wealth Management UK Ltd’s full portfolio or all institutional holders of MSFT.