Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,489,949
+$1,176,724 QoQ
Shares Held
4,450
+256.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#972
of 2,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Chokshi & Queen Wealth Advisors, Inc holds $1,489,949 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
4,450 | $1,489,949 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,949 | 4,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $313,225 | 1,250 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,154,733 | 13,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $829,730 | 5,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $757,619 | 5,900 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $489,516 | 6,780 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||