Exencial Wealth Advisors’s Equinix EQIX Stock Holding History

Exencial 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	$376K	Buy	+384	New	+$341K	0.01%	446
2022 Q1	–	Sell	-919	Closed	-$778K	–	463
2021 Q4	$778K	Buy	919 +240	+35%	+$192K	0.04%	252
2021 Q3	$536K	Sell	679 -536	-44%	-$445K	0.02%	237
2021 Q2	$975K	Buy	1,215 +211	+21%	+$157K	0.05%	233
2021 Q1	$682K	Buy	1,004 +105	+12%	+$72.1K	0.04%	248
2020 Q4	$642K	Buy	899 +134	+18%	+$99.7K	0.04%	225
2020 Q3	$582K	Buy	765 +232	+44%	+$176K	0.03%	242
2020 Q2	$374K	Sell	533 -19	-3%	-$12.9K	0.03%	245
2020 Q1	$345K	Buy	+552	New	+$330K	0.06%	180

Other funds holding EQIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Exencial Wealth Advisors opened a new position in Equinix (EQIX) in Q1 2026: 384 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in EQIX as recently as Q4 2021.

Exencial Wealth Advisors first reported a position in EQIX in Q1 2020 and has held it in 9 quarters since. The position peaked at $975K in Q2 2021. 1,299 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

Exencial Wealth Advisors held 384 shares of Equinix worth $376K as of Q1 2026.
Equinix was a new Exencial Wealth Advisors position in Q1 2026.
Equinix made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #446 holding.
Exencial Wealth Advisors first reported a position in Equinix in Q1 2020 and has held it in 9 quarters since.
Exencial Wealth Advisors's Equinix position peaked at $975K in Q2 2021.
1,299 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.