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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Congress Wealth Management increased its Equinix (EQIX) stake by 0.84% in Q2 2025, buying an estimated $27.1K and bringing the position to 3,830 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #489.

Congress Wealth Management first reported a position in EQIX in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.96M in Q4 2021. 1,199 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

  • Congress Wealth Management held 3,830 shares of Equinix worth $3.05M as of Q2 2025.
  • Congress Wealth Management bought 32 Equinix shares in Q2 2025, an estimated $27.1K.
  • Equinix made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #489 holding.
  • Congress Wealth Management first reported a position in Equinix in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Equinix position peaked at $7.96M in Q4 2021.
  • 1,199 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

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