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Bogart Wealth LLC’s Equinix EQIX Stock Holding History

Bogart Wealth LLC’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 		$48K Buy
46
+6
+15% +$6.42K ﹤0.01% 547
2026
Q1 		$39.2K Buy
40
+28
+233% +$24.9K ﹤0.01% 560
2025
Q4 		$9.19K Sell
12
-3
-20% -$2.35K ﹤0.01% 880
2025
Q3 		$11.7K Buy
15
+4
+36% +$3.13K ﹤0.01% 799
2025
Q2 		$8.75K Hold
11
– – ﹤0.01% 820
2025
Q1 		$8.97K Sell
11
-2
-15% -$1.8K ﹤0.01% 780
2024
Q4 		$12.3K Buy
13
+6
+86% +$5.52K ﹤0.01% 689
2024
Q3 		$6.21K Hold
7
– – ﹤0.01% 789
2024
Q2 		$5.3K Sell
7
-5
-42% -$3.79K ﹤0.01% 779
2024
Q1 		$10K Hold
12
– – ﹤0.01% 649
2023
Q4 		$9.74K Hold
12
– – ﹤0.01% 629
2023
Q3 		$8.77K Sell
12
-5
-29% -$3.87K ﹤0.01% 619
2023
Q2 		$13.4K Hold
17
– – ﹤0.01% 532
2023
Q1 		$12.3K Buy
17
+10
+143% +$7.04K ﹤0.01% 549
2022
Q4 		$4.58K Hold
7
– – ﹤0.01% 684
2022
Q3 		$4K Hold
7
– – ﹤0.01% 714
2022
Q2 		$5K Buy
+7
New +$4.85K ﹤0.01% 638

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's EQIX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Equinix (EQIX) stake by 15% in Q2 2026, buying an estimated $6.42K and bringing the position to 46 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Bogart Wealth LLC first reported a position in EQIX in Q2 2022 and has held it in 17 quarters since. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Bogart Wealth LLC held 46 shares of Equinix worth $48K as of Q2 2026.
  • Bogart Wealth LLC bought 6 Equinix shares in Q2 2026, an estimated $6.42K.
  • Equinix made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #547 holding.
  • Bogart Wealth LLC first reported a position in Equinix in Q2 2022 and has held it in 17 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.