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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
Q2 		$1.49M Buy
4,450
+3,200
+256% +$1.01M 0.69% 18
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 $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

Chokshi & Queen Wealth Advisors's VRT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Vertiv (VRT) stake by 256% in Q2 2026, buying an estimated $1.01M and bringing the position to 4,450 shares worth $1.49M. The position accounts for 0.69% of the portfolio, ranked #18.

Chokshi & Queen Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2025. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 4,450 shares of Vertiv worth $1.49M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 3,200 Vertiv shares in Q2 2026, an estimated $1.01M.
  • Vertiv made up 0.69% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Vertiv position peaked at $2.15M in Q4 2025.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.