Congress Wealth Management’s Equinix EQIX Stock Holding History

Congress 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	$3.05M	Buy	3,830 +32	+0.8%	+$27.1K	0.03%	489
2025 Q1	$3.1M	Sell	3,798 -68	-2%	-$61.1K	0.04%	405
2024 Q4	$3.65M	Sell	3,866 -244	-6%	-$225K	0.05%	327
2024 Q3	$3.65M	Sell	4,110 -152	-4%	-$124K	0.05%	337
2024 Q2	$3.22M	Sell	4,262 -127	-3%	-$96.4K	0.05%	296
2024 Q1	$3.62M	Sell	4,389 -504	-10%	-$424K	0.06%	259
2023 Q4	$3.94M	Sell	4,893 -67	-1%	-$51.4K	0.07%	247
2023 Q3	$3.6M	Sell	4,960 -192	-4%	-$149K	0.07%	249
2023 Q2	$4.04M	Sell	5,152 -110	-2%	-$80.5K	0.09%	213
2023 Q1	$3.79M	Sell	5,262 -410	-7%	-$289K	0.09%	210
2022 Q4	$3.72M	Sell	5,672 -667	-11%	-$412K	0.1%	204
2022 Q3	$3.6M	Sell	6,339 -1,440	-19%	-$941K	0.1%	208
2022 Q2	$5.11M	Sell	7,779 -1,685	-18%	-$1.17M	0.13%	182
2022 Q1	$7.02M	Buy	9,464 +48	+0.5%	+$34.5K	0.15%	174
2021 Q4	$7.96M	Buy	+9,416	New	+$7.55M	0.16%	175

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

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 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 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