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Confluence Wealth Services’s Equinix EQIX Stock Holding History

Confluence Wealth Services’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
Q3 		– Sell
-1,041
Closed -$827K – 373
2025
Q2 		$827K Buy
+1,041
New +$883K 0.05% 191
2022
Q2 		– Sell
-271
Closed -$201K – 272
2022
Q1 		$201K Hold
271
– – 0.07% 243
2021
Q4 		$229K Buy
+271
New +$217K 0.07% 209

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Confluence Wealth Services's EQIX Position: Q3 2025 in Review

Confluence Wealth Services sold out of Equinix (EQIX) in Q3 2025, closing a stake of 1,041 shares — an estimated $827K sold.

Confluence Wealth Services first reported a position in EQIX in Q4 2021 and held it in 3 quarters. The position peaked at $827K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold EQIX as of Q3 2025.

  • Confluence Wealth Services reported no remaining Equinix position as of Q3 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 1,041 Equinix shares in Q3 2025, an estimated $827K.
  • Confluence Wealth Services first reported a position in Equinix in Q4 2021 and held it in 3 quarters.
  • Confluence Wealth Services's Equinix position peaked at $827K in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held Equinix as of Q3 2025.

Based on Confluence Wealth Services's 13F filing for Q3 2025, filed 28 Oct 2025.