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Carolinas Wealth Consulting’s Equinix EQIX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-35
Closed -$28.1K – 279
2025
Q1 		$28.1K Sell
35
-1
-3% -$899 0.01% 414
2024
Q4 		$33.2K Sell
36
-1
-3% -$920 0.01% 415
2024
Q3 		$32.7K Buy
37
+2
+6% +$1.64K 0.01% 420
2024
Q2 		$26.4K Buy
35
+2
+6% +$1.52K 0.01% 448
2024
Q1 		$27.1K Hold
33
– – 0.01% 452
2023
Q4 		$26.4K Hold
33
– – 0.01% 411
2023
Q3 		$24K Buy
33
+2
+6% +$1.55K 0.01% 405
2023
Q2 		$24.6K Sell
31
-1
-3% -$732 ﹤0.01% 442
2023
Q1 		$23.1K Hold
32
– – ﹤0.01% 467
2022
Q4 		$21K Buy
32
+28
+700% +$17.3K ﹤0.01% 488
2022
Q3 		$2K Hold
4
– – ﹤0.01% 756
2022
Q2 		$3K Hold
4
– – ﹤0.01% 719
2022
Q1 		$3K Hold
4
– – ﹤0.01% 756
2021
Q4 		$3K Hold
4
– – ﹤0.01% 770
2021
Q3 		$3K Hold
4
– – ﹤0.01% 739
2021
Q2 		$3K Hold
4
– – ﹤0.01% 759
2021
Q1 		$3K Sell
4
-84
-95% -$57.7K ﹤0.01% 766
2020
Q4 		$62K Buy
88
+2
+2% +$1.49K 0.02% 304
2020
Q3 		$65K Buy
86
+78
+975% +$59K 0.02% 246
2020
Q2 		$6K Buy
+8
New +$5.41K ﹤0.01% 375

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's EQIX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Equinix (EQIX) in Q2 2025, closing a stake of 35 shares — an estimated $28.1K sold.

Carolinas Wealth Consulting first reported a position in EQIX in Q2 2020 and held it in 20 quarters. The position peaked at $65K in Q3 2020. 1,198 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Equinix position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 35 Equinix shares in Q2 2025, an estimated $28.1K.
  • Carolinas Wealth Consulting first reported a position in Equinix in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Equinix position peaked at $65K in Q3 2020.
  • 1,198 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.