Terry Smith's VRT Position Overview
Terry Smith (via Fundsmith Llp) currently holds 410,944 shares of Vertiv Holdings Co (VRT) worth $66.58 M, representing 0.39% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Terry Smith has maintained this position in VRT for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2025, reducing 180,506 shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Vertiv Holdings Co (VRT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vertiv Holdings Co (VRT) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -180,506 | Reduce 30.52% | 410,944 | $162.01 |
| Q3 2025 | -133,473 | Reduce 18.41% | 591,450 | $150.86 |
| Q2 2025 | +724,923 | New Buy | 724,923 | $128.41 |
Terry Smith's Vertiv Holdings Co Investment FAQs
Terry Smith first purchased Vertiv Holdings Co (VRT) in Q2 2025, acquiring 724,923 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 Vertiv Holdings Co (VRT) for 3 quarters since Q2 2025.
Terry Smith's largest addition to Vertiv Holdings Co (VRT) was in Q2 2025, adding 724,923 shares worth $93.09 M.
According to the latest 13F filing for Q4 2025, Terry Smith's firm, Fundsmith Llp, owns 410,944 shares of Vertiv Holdings Co (VRT), valued at approximately $66.58 M.
As of the Q4 2025 filing, Vertiv Holdings Co (VRT) represents approximately 0.39% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in Vertiv Holdings Co (VRT) was 724,923 shares, as reported at the end of Q2 2025.