Avidian Wealth Enterprises
EQIX icon

Avidian Wealth Enterprises’s Equinix EQIX Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$356K Buy
352
+57
+19% +$59.2K 0.01% 565
2026
Q2 		$308K Buy
295
+61
+26% +$65.3K 0.01% 591
2026
Q1 		$230K Buy
+234
New +$208K 0.01% 608
2023
Q2 		– Sell
-453
Closed -$327K – 434
2023
Q1 		$327K Hold
453
– – 0.02% 367
2022
Q4 		$297K Buy
453
+1
+0.2% +$618 0.02% 362
2022
Q3 		$257K Sell
452
-1
-0.2% -$653 0.02% 350
2022
Q2 		$298K Hold
453
– – 0.02% 353
2022
Q1 		$336K Buy
453
+3
+0.7% +$2.16K 0.02% 366
2021
Q4 		$381K Buy
450
+61
+16% +$48.9K 0.02% 355
2021
Q3 		$308K Hold
389
– – 0.02% 292
2021
Q2 		$312K Hold
389
– – 0.02% 302
2021
Q1 		$265K Hold
389
– – 0.02% 303
2020
Q4 		$278K Buy
389
+2
+0.5% +$1.49K 0.03% 262
2020
Q3 		$294K Hold
387
– – 0.03% 220
2020
Q2 		$272K Buy
387
+1
+0.3% +$676 0.04% 212
2020
Q1 		$241K Buy
386
+4
+1% +$2.39K 0.04% 168
2019
Q4 		$223K Buy
382
+7
+2% +$3.93K 0.03% 212
2019
Q3 		$216K Buy
+375
New +$202K 0.04% 176

Other funds holding EQIX

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Avidian Wealth Enterprises's EQIX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Equinix (EQIX) stake by 19% in Q3 2026, buying an estimated $59.2K and bringing the position to 352 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #565.

Avidian Wealth Enterprises first reported a position in EQIX in Q3 2019 and has held it in 18 quarters since. The position peaked at $381K in Q4 2021. 634 funds tracked by Wall St. Rank hold EQIX as of Q3 2026.

  • Avidian Wealth Enterprises held 352 shares of Equinix worth $356K as of Q3 2026.
  • Avidian Wealth Enterprises bought 57 Equinix shares in Q3 2026, an estimated $59.2K.
  • Equinix made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #565 holding.
  • Avidian Wealth Enterprises first reported a position in Equinix in Q3 2019 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's Equinix position peaked at $381K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Equinix as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.