Concentrum Wealth Management’s Equinix EQIX Stock Holding History

Concentrum 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
2025 Q2	–	Sell	-640	Closed	-$522K	–	76
2025 Q1	$522K	Buy	640 +5	+0.8%	+$4.49K	0.19%	48
2024 Q4	$599K	Buy	635 +3	+0.5%	+$2.76K	0.21%	46
2024 Q3	$561K	Buy	632 +4	+0.6%	+$3.28K	0.22%	43
2024 Q2	$475K	Sell	628 -4	-0.6%	-$3.04K	0.2%	46
2024 Q1	$522K	Buy	632 +5	+0.8%	+$4.21K	0.24%	39
2023 Q4	$505K	Buy	627 +3	+0.5%	+$2.3K	0.26%	40
2023 Q3	$453K	Sell	624 -100	-14%	-$77.4K	0.27%	41
2023 Q2	$568K	Hold	724	–	–	0.36%	36
2023 Q1	$522K	Hold	724	–	–	0.39%	35
2022 Q4	$474K	Hold	724	–	–	0.42%	43
2022 Q3	$412K	Hold	724	–	–	0.36%	41
2022 Q2	$476K	Hold	724	–	–	0.39%	40
2022 Q1	$537K	Buy	+724	New	+$521K	0.33%	40

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concentrum Wealth Management's EQIX Position: Q2 2025 in Review

Concentrum Wealth Management sold out of Equinix (EQIX) in Q2 2025, closing a stake of 640 shares — an estimated $522K sold.

Concentrum Wealth Management first reported a position in EQIX in Q1 2022 and held it in 13 quarters. The position peaked at $599K in Q4 2024. 1,199 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

Concentrum Wealth Management reported no remaining Equinix position as of Q2 2025 after selling out during the quarter.
Concentrum Wealth Management sold 640 Equinix shares in Q2 2025, an estimated $522K.
Concentrum Wealth Management first reported a position in Equinix in Q1 2022 and held it in 13 quarters.
Concentrum Wealth Management's Equinix position peaked at $599K in Q4 2024.
1,199 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

Based on Concentrum Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.