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Janney Capital Management’s Vertiv VRT Stock Holding History

Janney Capital Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$10.4M Sell
64,384
-22,432
-26% -$3.89M 0.66% 63
2025
Q3 		$13.1M Sell
86,816
-26,851
-24% -$3.58M 0.82% 45
2025
Q2 		$14.6M Sell
113,667
-1,941
-2% -$189K 0.94% 30
2025
Q1 		$8.35M Buy
115,608
+33,873
+41% +$3.61M 0.57% 79
2024
Q4 		$9.29M Sell
81,735
-2,723
-3% -$323K 0.61% 70
2024
Q3 		$8.4M Buy
+84,458
New +$7M 0.57% 81
2022
Q1 		– Sell
-338,973
Closed -$8.46M – 211
2021
Q4 		$8.46M Sell
338,973
-6,822
-2% -$171K 0.55% 73
2021
Q3 		$8.33M Sell
345,795
-114,828
-25% -$3.05M 0.56% 77
2021
Q2 		$12.6M Sell
460,623
-8,405
-2% -$201K 0.8% 45
2021
Q1 		$9.38M Buy
469,028
+447,132
+2,042% +$9.03M 0.62% 69
2020
Q4 		$409K Sell
21,896
-169
-0.8% -$3.11K 0.03% 145
2020
Q3 		$382K Buy
+22,065
New +$345K 0.03% 155

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janney Capital Management's VRT Position: Q4 2025 in Review

Janney Capital Management reduced its Vertiv (VRT) stake by 26% in Q4 2025, selling an estimated $3.89M and leaving 64,384 shares worth $10.4M. The position accounts for 0.66% of the portfolio, ranked #63.

Janney Capital Management first reported a position in VRT in Q3 2020 and has held it in 12 quarters since. The position peaked at $14.6M in Q2 2025. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Janney Capital Management held 64,384 shares of Vertiv worth $10.4M as of Q4 2025.
  • Janney Capital Management sold 22,432 Vertiv shares in Q4 2025, an estimated $3.89M.
  • Vertiv made up 0.66% of Janney Capital Management's portfolio in Q4 2025, its #63 holding.
  • Janney Capital Management first reported a position in Vertiv in Q3 2020 and has held it in 12 quarters since.
  • Janney Capital Management's Vertiv position peaked at $14.6M in Q2 2025.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.