EWA
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EverSource Wealth Advisors’s Equinix EQIX Stock Holding History

EverSource 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
Q2 		$712K Sell
683
-114
-14% -$122K 0.02% 438
2026
Q1 		$781K Buy
797
+277
+53% +$246K 0.02% 453
2025
Q4 		$399K Sell
520
-20
-4% -$15.7K 0.01% 620
2025
Q3 		$423K Buy
540
+83
+18% +$64.9K 0.02% 562
2025
Q2 		$363K Buy
457
+115
+34% +$97.6K 0.02% 580
2025
Q1 		$278K Sell
342
-189
-36% -$170K 0.02% 546
2024
Q4 		$500K Buy
531
+299
+129% +$275K 0.03% 369
2024
Q3 		$206K Buy
232
+11
+5% +$9.01K 0.01% 547
2024
Q2 		$175K Sell
221
-103
-32% -$78.2K 0.01% 604
2024
Q1 		$230K Sell
324
-129
-28% -$109K 0.02% 449
2023
Q4 		$365K Sell
453
-35
-7% -$26.9K 0.03% 301
2023
Q3 		$354K Buy
488
+116
+31% +$89.8K 0.04% 275
2023
Q2 		$292K Sell
372
-45
-11% -$32.9K 0.03% 316
2023
Q1 		$301K Buy
417
+12
+3% +$8.45K 0.04% 301
2022
Q4 		$266K Sell
405
-23
-5% -$14.2K 0.04% 306
2022
Q3 		$243K Sell
428
-82
-16% -$53.6K 0.06% 268
2022
Q2 		$336K Buy
510
+170
+50% +$118K 0.09% 196
2022
Q1 		$252K Buy
340
+238
+233% +$171K 0.06% 229
2021
Q4 		$86K Buy
+102
New +$81.8K 0.02% 325

Other funds holding EQIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EverSource Wealth Advisors's EQIX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Equinix (EQIX) stake by 14% in Q2 2026, selling an estimated $122K and leaving 683 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #438.

EverSource Wealth Advisors first reported a position in EQIX in Q4 2021 and has held it in 19 quarters since. The position peaked at $781K in Q1 2026. 1,365 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • EverSource Wealth Advisors held 683 shares of Equinix worth $712K as of Q2 2026.
  • EverSource Wealth Advisors sold 114 Equinix shares in Q2 2026, an estimated $122K.
  • Equinix made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #438 holding.
  • EverSource Wealth Advisors first reported a position in Equinix in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Equinix position peaked at $781K in Q1 2026.
  • 1,365 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.