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User

Terry Smith

Fundsmith

Terry Smith Vertiv Holdings Co stake

total: 91

Fundsmith VRT trades

Total transactions:
5
New positions:
1
Reduced:
4
Held since:
2025 Q2
Held for:
5 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Terry Smith holds 41,893 Vertiv Holdings Co (VRT) shares with a market value of roughly $14.03M accounting for 0.10% of the overall portfolio. To date, the estimated cost basis is nearly $128.41 for "buy" trades and estimated average "sell" price is $213.78. Fundsmith first purchased VRT in 2025 Q2, initially acquiring 724,923 shares. Since the initial investment in Vertiv Holdings Co (VRT), Fundsmith has made 4 more transactions.

How many VRT shares does Terry Smith currently hold?

According to 2026 Q2 report, Terry Smith holds 41,893 shares of Vertiv Holdings Co (VRT), valued at around $14.03M.

When did Terry Smith buy Vertiv Holdings Co (VRT)?

Terry Smith first invested in Vertiv Holdings Co (VRT) in 2025 Q2 at the reported quarter-end price of $128.41 per share.

What's the cost basis of Fundsmith's VRT stake?

The estimated cost basis for Vertiv Holdings Co (VRT) stake is around $128.41 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$128.41
Weighted AVG sell price:
$213.78

Terry Smith's historical trades in Vertiv Holdings Co

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.10%
41,893
$334.82
$14,026,614
-54.09% (-49,361)
-0.13%
2026 Q1
0.18%
91,254
$250.58
$22,866,427
-77.79% (-319,690)
-0.47%
2025 Q4
0.39%
410,944
$162.01
$66,577,037
-30.52% (-180,506)
-0.15%
2025 Q3
0.45%
591,450
$150.86
$89,226,147
-18.41% (-133,473)
-0.09%
2025 Q2
0.40%
724,923
$128.41
$93,087,362
new
+0.4%
* 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.
* 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.