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EP Wealth Advisors’s Equinix EQIX Stock Holding History

EP Wealth Advisors’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 		$670K Buy
683
+115
+20% +$102K ﹤0.01% 785
2025
Q4 		$435K Buy
+568
New +$445K ﹤0.01% 948
2025
Q2 		$478K Buy
601
+268
+80% +$227K ﹤0.01% 797
2025
Q1 		$272K Buy
333
+46
+16% +$41.3K ﹤0.01% 961
2024
Q4 		$271K Sell
287
-24
-8% -$22.1K ﹤0.01% 919
2024
Q3 		$276K Buy
+311
New +$255K ﹤0.01% 890
2023
Q4 		– Sell
-1,625
Closed -$1.18M – 822
2023
Q3 		$1.18M Sell
1,625
-313,860
-99% -$243M 0.02% 301
2023
Q2 		$1.25M Buy
315,485
+304,573
+2,791% +$223M 0.02% 296
2023
Q1 		$283K Buy
10,912
+9,362
+604% +$6.59M ﹤0.01% 499
2022
Q4 		$1.02M Buy
+1,550
New +$957K 0.02% 280
2022
Q3 		– Sell
-1,429
Closed -$939K – 421
2022
Q2 		$939K Buy
1,429
+13
+0.9% +$9K 0.02% 267
2022
Q1 		$1.05M Sell
1,416
-2
-0.1% -$1.44K 0.02% 266
2021
Q4 		$1.2M Buy
+1,418
New +$1.14M 0.03% 239
2021
Q3 		– Sell
-1,413
Closed -$1.13M – 540
2021
Q2 		$1.13M Buy
1,413
+8
+0.6% +$5.94K 0.03% 236
2021
Q1 		$955K Sell
1,405
-1,328
-49% -$912K 0.03% 229
2020
Q4 		$1.95M Buy
2,733
+1
+0% +$744 0.07% 131
2020
Q3 		$2.08M Sell
2,732
-15
-0.5% -$11.3K 0.09% 108
2020
Q2 		$1.93M Buy
2,747
+10
+0.4% +$6.76K 0.08% 123
2020
Q1 		$1.71M Sell
2,737
-43
-2% -$25.7K 0.08% 125
2019
Q4 		$1.62M Buy
2,780
+1
+0% +$562 0.07% 142
2019
Q3 		$1.6M Hold
2,779
– – 0.08% 114
2019
Q2 		$1.4M Sell
2,779
-12
-0.4% -$5.76K 0.09% 98
2019
Q1 		$1.26M Sell
2,791
-1,967
-41% -$801K 0.12% 98
2018
Q4 		$1.68M Sell
4,758
-67
-1% -$26.1K 0.13% 97
2018
Q3 		$2.09M Buy
+4,825
New +$2.11M 0.16% 73

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

EP Wealth Advisors's EQIX Position: Q1 2026 in Review

EP Wealth Advisors increased its Equinix (EQIX) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 683 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

EP Wealth Advisors first reported a position in EQIX in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.09M in Q3 2018. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • EP Wealth Advisors held 683 shares of Equinix worth $670K as of Q1 2026.
  • EP Wealth Advisors bought 115 Equinix shares in Q1 2026, an estimated $102K.
  • Equinix made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #785 holding.
  • EP Wealth Advisors first reported a position in Equinix in Q3 2018 and has held it in 25 quarters since.
  • EP Wealth Advisors's Equinix position peaked at $2.09M in Q3 2018.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.