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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
Q2 		$22.9K Sell
22
-28
-56% -$30K ﹤0.01% 866
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bartlett & Co Wealth Management's EQIX Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Equinix (EQIX) stake by 56% in Q2 2026, selling an estimated $30K and leaving 22 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Bartlett & Co Wealth Management first reported a position in EQIX in Q4 2020 and has held it in 15 quarters since. The position peaked at $54.2K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Bartlett & Co Wealth Management held 22 shares of Equinix worth $22.9K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 28 Equinix shares in Q2 2026, an estimated $30K.
  • Equinix made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Bartlett & Co Wealth Management first reported a position in Equinix in Q4 2020 and has held it in 15 quarters since.
  • Bartlett & Co Wealth Management's Equinix position peaked at $54.2K in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.