Terry Smith - Fundsmith
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    34
Portfolio value:    $12,827,766,987
Holdings Activity Buys Sells    History
Holding/activity history for  Vertiv Holdings Co (VRT)
← All VRT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 91,254 0.18 Reduce 77.79% 0.30 $158.77–282.05 · VW $234.23i $22,866,427 SEC
2025   Q4 410,944 0.39 Reduce 30.52% 0.14 $147.82–202.45 · VW $173.71i $66,577,037 SEC
2025   Q3 591,450 0.45 Reduce 18.41% 0.07 $110.06–168.99 · VW $135.59i $89,226,147 SEC
2025   Q2 724,923 0.40 Buy 0.40 $53.60–129.43 · VW $95.03i $93,087,362 SEC
Price snapshot:
Current price$305.87
Avg. buy price$128.41
+/- since buy138.20%
52-week low$118.57
52-week high$379.86