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Bartlett & Co Wealth Management’s Equinix EQIX Stock Holding History

Bartlett & Co Wealth Management’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 		$54.2K Sell
50
-2
-4% -$1.78K ﹤0.01% 668
2025
Q4 		$39.8K Buy
52
+7
+16% +$5.49K ﹤0.01% 709
2025
Q3 		$35.2K Buy
45
+11
+32% +$8.6K ﹤0.01% 728
2025
Q2 		$27K Buy
34
+1
+3% +$848 ﹤0.01% 761
2025
Q1 		$26.9K Buy
33
+5
+18% +$4.49K ﹤0.01% 769
2024
Q4 		$26.4K Sell
28
-9
-24% -$8.28K ﹤0.01% 765
2024
Q3 		$32.8K Hold
37
– – ﹤0.01% 731
2024
Q2 		$28K Buy
37
+9
+32% +$6.83K ﹤0.01% 765
2024
Q1 		$23.1K Hold
28
– – ﹤0.01% 800
2023
Q4 		$22.8K Buy
+28
New +$21.5K ﹤0.01% 862
2023
Q1 		– Sell
-4
Closed -$2.62K – 1074
2022
Q4 		$2.62K Hold
4
– – ﹤0.01% 994
2022
Q3 		$2.27K Hold
4
– – ﹤0.01% 1038
2022
Q2 		$2.63K Buy
+4
New +$2.77K ﹤0.01% 1142
2021
Q1 		– Sell
-1
Closed -$714 – 1129
2020
Q4 		$714 Buy
+1
New +$744 ﹤0.01% 1105

Other funds holding EQIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co Wealth Management's EQIX Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Equinix (EQIX) stake by 3.8% in Q1 2026, selling an estimated $1.78K and leaving 50 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Bartlett & Co Wealth Management first reported a position in EQIX in Q4 2020 and has held it in 14 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Bartlett & Co Wealth Management held 50 shares of Equinix worth $54.2K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 2 Equinix shares in Q1 2026, an estimated $1.78K.
  • Equinix made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #668 holding.
  • Bartlett & Co Wealth Management first reported a position in Equinix in Q4 2020 and has held it in 14 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.