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Concord Wealth Partners’s Equinix EQIX Stock Holding History

Concord Wealth Partners’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 		– Sell
-5
Closed -$3.83K – 363
2025
Q4 		$3.83K Hold
5
– – ﹤0.01% 650
2025
Q3 		$3.92K Hold
5
– – ﹤0.01% 656
2025
Q2 		$3.98K Sell
5
-84
-94% -$71.3K ﹤0.01% 662
2025
Q1 		$72.6K Hold
89
– – 0.01% 279
2024
Q4 		$83.9K Sell
89
-2
-2% -$1.84K 0.01% 271
2024
Q3 		$80.8K Sell
91
-52
-36% -$42.6K 0.01% 277
2024
Q2 		$108K Buy
143
+4
+3% +$3.04K 0.02% 237
2024
Q1 		$115K Sell
139
-26
-16% -$21.9K 0.02% 259
2023
Q4 		$133K Sell
165
-17
-9% -$13.1K 0.03% 249
2023
Q3 		$132K Buy
182
+8
+5% +$6.2K 0.03% 250
2023
Q2 		$136K Hold
174
– – 0.03% 235
2023
Q1 		$125K Hold
174
– – 0.04% 224
2022
Q4 		$114K Buy
+174
New +$107K 0.03% 227
2022
Q3 		– Sell
-181
Closed -$119K – 447
2022
Q2 		$119K Sell
181
-140
-44% -$97K 0.03% 233
2022
Q1 		$238K Buy
321
+7
+2% +$5.04K 0.06% 160
2021
Q4 		$266K Buy
314
+265
+541% +$212K 0.07% 150
2021
Q3 		$39K Sell
49
-239
-83% -$199K 0.02% 262
2021
Q2 		$231K Buy
288
+35
+14% +$26K 0.07% 123
2021
Q1 		$172K Buy
253
+251
+12,550% +$172K 0.06% 144
2020
Q4 		$1K Buy
+2
New +$1.49K ﹤0.01% 616

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

Concord Wealth Partners's EQIX Position: Q1 2026 in Review

Concord Wealth Partners sold out of Equinix (EQIX) in Q1 2026, closing a stake of 5 shares — an estimated $3.83K sold.

Concord Wealth Partners first reported a position in EQIX in Q4 2020 and held it in 20 quarters. The position peaked at $266K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Concord Wealth Partners reported no remaining Equinix position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Equinix shares in Q1 2026, an estimated $3.83K.
  • Concord Wealth Partners first reported a position in Equinix in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Equinix position peaked at $266K in Q4 2021.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.