Aptus Capital Advisors’s Equinix EQIX Stock Holding History

Aptus Capital Advisors’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Sell	10,285 -485	-5%	-$431K	0.08%	210
2025 Q4	$8.25M	Buy	10,770 +9,883	+1,114%	+$7.75M	0.07%	243
2025 Q3	$695K	Sell	887 -74	-8%	-$57.8K	0.01%	626
2025 Q2	$765K	Buy	961 +50	+5%	+$42.4K	0.01%	586
2025 Q1	$743K	Buy	911 +20	+2%	+$18K	0.01%	561
2024 Q4	$840K	Buy	891 +49	+6%	+$45.1K	0.01%	527
2024 Q3	$747K	Buy	842 +5	+0.6%	+$4.09K	0.01%	467
2024 Q2	$633K	Buy	837 +38	+5%	+$28.8K	0.01%	462
2024 Q1	$659K	Buy	799 +239	+43%	+$201K	0.01%	456
2023 Q4	$451K	Sell	560 -2	-0.4%	-$1.54K	0.01%	396
2023 Q3	$408K	Buy	+562	New	+$435K	0.01%	425
2022 Q3	–	Sell	-7,639	Closed	-$5.02M	–	780
2022 Q2	$5.02M	Buy	7,639 +3,322	+77%	+$2.3M	0.17%	102
2022 Q1	$3.2M	Buy	+4,317	New	+$3.11M	0.1%	140
2021 Q2	–	Sell	-2,261	Closed	-$1.54M	–	576
2021 Q1	$1.54M	Buy	2,261 +39	+2%	+$26.8K	0.08%	157
2020 Q4	$1.59M	Buy	2,222 +312	+16%	+$232K	0.09%	128
2020 Q3	$1.45M	Buy	+1,910	New	+$1.45M	0.1%	127

Other funds holding EQIX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return