Terry Smith's ROL Position Overview
Terry Smith (via Fundsmith Llp) currently holds 619,935 shares of Rollins, Inc. (ROL) worth $33.11 M, representing 0.26% of the portfolio. First purchased in 2021-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in ROL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 398,260 shares. Largest reduction occurred in Q1 2026, reducing 858,694 shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Rollins (ROL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rollins (ROL) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -858,694 | Reduce 58.07% | 619,935 | $53.41 |
| Q2 2025 | -118,884 | Reduce 7.44% | 1.48 M | $56.42 |
| Q2 2024 | -50,248 | Reduce 3.05% | 1.6 M | $48.79 |
| Q1 2024 | -44,485 | Reduce 2.63% | 1.65 M | $46.27 |
| Q4 2023 | -22,085 | Reduce 1.29% | 1.69 M | $43.67 |
| Q3 2023 | -11,830 | Reduce 0.69% | 1.71 M | $37.33 |
| Q4 2022 | -1,923 | Reduce 0.11% | 1.73 M | $36.54 |
| Q3 2022 | -151,188 | Reduce 8.05% | 1.73 M | $34.68 |
| Q2 2022 | -402,835 | Reduce 17.65% | 1.88 M | $34.92 |
| Q1 2022 | -337,858 | Reduce 12.90% | 2.28 M | $35.05 |
| Q4 2021 | +371,404 | Add 16.52% | 2.62 M | $34.21 |
| Q3 2021 | +7,874 | Add 0.35% | 2.25 M | $35.33 |
| Q2 2021 | +398,260 | Add 21.62% | 2.24 M | $34.20 |
| Q1 2021 | +1.84 M | New Buy | 1.84 M | $34.42 |
Terry Smith's Rollins Investment FAQs
Terry Smith first purchased Rollins, Inc. (ROL) in Q1 2021, acquiring 1,842,427 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Rollins, Inc. (ROL) for 21 quarters since Q1 2021.
Terry Smith's largest addition to Rollins, Inc. (ROL) was in Q1 2021, adding 1,842,427 shares worth $63.42 M.
According to the latest 13F filing for Q1 2026, Terry Smith's firm, Fundsmith Llp, owns 619,935 shares of Rollins, Inc. (ROL), valued at approximately $33.11 M.
As of the Q1 2026 filing, Rollins, Inc. (ROL) represents approximately 0.26% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in Rollins, Inc. (ROL) was 2,619,965 shares, as reported at the end of Q4 2021.