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Crestwood Advisors Group’s Equinix EQIX Stock Holding History

Crestwood Advisors Group’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 		$645K Buy
658
+261
+66% +$232K 0.01% 364
2025
Q4 		$304K Buy
397
+14
+4% +$11K 0.01% 512
2025
Q3 		$300K Buy
+383
New +$299K 0.01% 466
2017
Q2 		– Sell
-73
Closed -$31K – 239
2017
Q1 		$31K Buy
+73
New +$27.7K ﹤0.01% 323

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

Crestwood Advisors Group's EQIX Position: Q1 2026 in Review

Crestwood Advisors Group increased its Equinix (EQIX) stake by 66% in Q1 2026, buying an estimated $232K and bringing the position to 658 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #364.

Crestwood Advisors Group first reported a position in EQIX in Q1 2017 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Crestwood Advisors Group held 658 shares of Equinix worth $645K as of Q1 2026.
  • Crestwood Advisors Group bought 261 Equinix shares in Q1 2026, an estimated $232K.
  • Equinix made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #364 holding.
  • Crestwood Advisors Group first reported a position in Equinix in Q1 2017 and has held it in 4 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.