Fundsmith DOCS trades
Terry Smith
Terry Smith Doximity Inc stake
total: 91
Trades details
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2024 Q4
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Terry Smith holds 653,324 Doximity Inc (DOCS) shares with a market value of roughly $13.55M accounting for 0.10% of the overall portfolio. To date, the estimated cost basis is nearly $53.92 for "buy" trades and estimated average "sell" price is $23.2. Fundsmith first purchased DOCS in 2024 Q4, initially acquiring 710,502 shares. Since the initial investment in Doximity Inc (DOCS), Fundsmith has made 5 more transactions.
When did Terry Smith buy Doximity Inc (DOCS)?
Terry Smith first invested in Doximity Inc (DOCS) in 2024 Q4 at the reported quarter-end price of $53.39 per share.
What's the cost basis of Fundsmith's DOCS stake?
The estimated cost basis for Doximity Inc (DOCS) stake is around $53.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $53.92
- Weighted AVG sell price:
- $23.20
Terry Smith's historical trades in Doximity Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.10%
|
653,324
|
$20.74
|
$13,549,940
|
-5.56% (-38,462)
|
-0.01%
|
|
2026 Q1
|
0.13%
|
691,786
|
$23.30
|
$16,118,614
|
-58.07% (-958,216)
|
-0.13%
|
|
2025 Q4
|
0.43%
|
1,650,002
|
$44.28
|
$73,062,089
|
+21.69% (+294,058)
|
+0.08%
|
|
2025 Q2
|
0.36%
|
1,355,944
|
$61.34
|
$83,173,605
|
+13.96% (+166,062)
|
+0.04%
|
|
2025 Q1
|
0.31%
|
1,189,882
|
$58.03
|
$69,048,852
|
+67.47% (+479,380)
|
+0.13%
|
|
2024 Q4
|
0.16%
|
710,502
|
$53.39
|
$37,933,702
|
new
|
+0.16%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.