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Chokshi & Queen Wealth Advisors’s Vertiv VRT Stock Holding History

Chokshi & Queen Wealth Advisors’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
Q1 		$313K Sell
1,250
-12,050
-91% -$2.67M 0.17% 46
2025
Q4 		$2.15M Buy
13,300
+7,800
+142% +$1.35M 1.13% 16
2025
Q3 		$830K Sell
5,500
-400
-7% -$53.4K 0.44% 28
2025
Q2 		$758K Sell
5,900
-880
-13% -$85.6K 0.43% 28
2025
Q1 		$490K Buy
+6,780
New +$722K 0.3% 33

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's VRT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Vertiv (VRT) stake by 91% in Q1 2026, selling an estimated $2.67M and leaving 1,250 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #46.

Chokshi & Queen Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 1,250 shares of Vertiv worth $313K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors sold 12,050 Vertiv shares in Q1 2026, an estimated $2.67M.
  • Vertiv made up 0.17% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • Chokshi & Queen Wealth Advisors's Vertiv position peaked at $2.15M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.