Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14M Sell
41,893
-49,361
-54% -$15.7M 0.1% 37
2026
Q1
$22.9M Sell
91,254
-319,690
-78% -$71M 0.18% 24
2025
Q4
$66.6M Sell
410,944
-180,506
-31% -$31.3M 0.39% 29
2025
Q3
$89.2M Sell
591,450
-133,473
-18% -$17.8M 0.45% 24
2025
Q2
$93.1M Buy
+724,923
New +$70.5M 0.4% 25

Other funds holding VRT

Terry Smith's VRT Position: Q2 2026 in Review

Terry Smith reduced its Vertiv (VRT) stake by 54% in Q2 2026, selling an estimated $15.7M and leaving 41,893 shares worth $14M. The position accounts for 0.1% of the portfolio, ranked #37.

Terry Smith first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.1M in Q2 2025. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Terry Smith held 41,893 shares of Vertiv worth $14M as of Q2 2026.
  • Terry Smith sold 49,361 Vertiv shares in Q2 2026, an estimated $15.7M.
  • Vertiv made up 0.1% of Terry Smith's portfolio in Q2 2026, its #37 holding.
  • Terry Smith first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • Terry Smith's Vertiv position peaked at $93.1M in Q2 2025.
  • 2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fundsmith LLP's 13F filing for Q2 2026, filed 14 Aug 2026.