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Evelyn Partners Investment Management Services’s Equinix EQIX Stock Holding History

Evelyn Partners Investment Management Services’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
Q4 		– Sell
-323
Closed -$253K – 272
2025
Q3 		$253K Buy
323
+39
+14% +$30.5K 0.03% 122
2025
Q2 		$226K Buy
284
+36
+15% +$30.5K 0.03% 120
2025
Q1 		$202K Buy
248
+16
+7% +$14.4K 0.03% 115
2024
Q4 		$219K Buy
+232
New +$213K 0.04% 113

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Evelyn Partners Investment Management Services's EQIX Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Equinix (EQIX) in Q4 2025, closing a stake of 323 shares — an estimated $253K sold.

Evelyn Partners Investment Management Services first reported a position in EQIX in Q4 2024 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold EQIX as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining Equinix position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 323 Equinix shares in Q4 2025, an estimated $253K.
  • Evelyn Partners Investment Management Services first reported a position in Equinix in Q4 2024 and held it in 4 quarters.
  • Evelyn Partners Investment Management Services's Equinix position peaked at $253K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Equinix as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.