Janney Montgomery Scott
VRT icon

Janney Montgomery Scott’s Vertiv VRT Stock Holding History

Janney Montgomery Scott’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
2026
Q2 		$59.7M Sell
178,337
-15,794
-8% -$5.01M 0.12% 185
2026
Q1 		$48.6M Buy
194,131
+45,297
+30% +$10.1M 0.12% 171
2025
Q4 		$24.1M Sell
148,834
-24,529
-14% -$4.26M 0.06% 326
2025
Q3 		$26.2M Buy
173,363
+29,282
+20% +$3.91M 0.06% 300
2025
Q2 		$18.5M Sell
144,081
-30,861
-18% -$3M 0.05% 358
2025
Q1 		$12.6M Buy
174,942
+19,446
+13% +$2.07M 0.04% 456
2024
Q4 		$17.7M Sell
155,496
-13,220
-8% -$1.57M 0.05% 375
2024
Q3 		$16.8M Sell
168,716
-18,099
-10% -$1.5M 0.05% 390
2024
Q2 		$16.2M Buy
186,815
+150,307
+412% +$13.7M 0.05% 371
2024
Q1 		$2.98M Buy
36,508
+28,118
+335% +$1.77M 0.01% 974
2023
Q4 		$403K Buy
+8,390
New +$357K ﹤0.01% 2051
2021
Q1 		– Sell
-10,998
Closed -$205K – 2382
2020
Q4 		$205K Buy
+10,998
New +$202K ﹤0.01% 2088

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott's VRT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Vertiv (VRT) stake by 8.1% in Q2 2026, selling an estimated $5.01M and leaving 178,337 shares worth $59.7M. The position accounts for 0.12% of the portfolio, ranked #185.

Janney Montgomery Scott first reported a position in VRT in Q4 2020 and has held it in 12 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Janney Montgomery Scott held 178,337 shares of Vertiv worth $59.7M as of Q2 2026.
  • Janney Montgomery Scott sold 15,794 Vertiv shares in Q2 2026, an estimated $5.01M.
  • Vertiv made up 0.12% of Janney Montgomery Scott's portfolio in Q2 2026, its #185 holding.
  • Janney Montgomery Scott first reported a position in Vertiv in Q4 2020 and has held it in 12 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.