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CreativeOne Wealth’s Equinix EQIX Stock Holding History

CreativeOne Wealth’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
-277
Closed -$220K – 1166
2025
Q2 		$220K Buy
277
+18
+7% +$15.3K 0.01% 1027
2025
Q1 		$211K Sell
259
-8
-3% -$7.19K 0.01% 985
2024
Q4 		$252K Sell
267
-48
-15% -$44.2K 0.01% 939
2024
Q3 		$279K Buy
+315
New +$258K 0.01% 793
2024
Q2 		– Sell
-268
Closed -$221K – 808
2024
Q1 		$221K Buy
268
+7
+3% +$5.89K 0.01% 813
2023
Q4 		$210K Buy
+261
New +$200K 0.01% 589
2023
Q3 		– Sell
-339
Closed -$266K – 657
2023
Q2 		$266K Sell
339
-5
-1% -$3.66K 0.01% 680
2023
Q1 		$248K Buy
344
+10
+3% +$7.04K 0.01% 688
2022
Q4 		$219K Buy
+334
New +$206K 0.01% 668
2022
Q3 		– Sell
-354
Closed -$232K – 714
2022
Q2 		$232K Buy
354
+44
+14% +$30.5K 0.01% 636
2022
Q1 		$230K Buy
310
+58
+23% +$41.7K 0.01% 664
2021
Q4 		$213K Buy
+252
New +$202K 0.01% 702

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

CreativeOne Wealth's EQIX Position: Q3 2025 in Review

CreativeOne Wealth sold out of Equinix (EQIX) in Q3 2025, closing a stake of 277 shares — an estimated $220K sold.

CreativeOne Wealth first reported a position in EQIX in Q4 2021 and held it in 12 quarters. The position peaked at $279K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold EQIX as of Q3 2025.

  • CreativeOne Wealth reported no remaining Equinix position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 277 Equinix shares in Q3 2025, an estimated $220K.
  • CreativeOne Wealth first reported a position in Equinix in Q4 2021 and held it in 12 quarters.
  • CreativeOne Wealth's Equinix position peaked at $279K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Equinix as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.