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GeoWealth Management’s Equinix EQIX Stock Holding History

GeoWealth Management’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 		$4.84M Sell
4,644
-133
-3% -$142K 0.15% 82
2026
Q1 		$4.68M Buy
4,777
+22
+0.5% +$19.6K 0.17% 76
2025
Q4 		$3.64M Sell
4,755
-155
-3% -$121K 0.13% 102
2025
Q3 		$3.85M Sell
4,910
-179
-4% -$140K 0.14% 99
2025
Q2 		$4.05M Buy
5,089
+5
+0.1% +$4.24K 0.16% 78
2025
Q1 		$4.15M Sell
5,084
-139
-3% -$125K 0.17% 79
2024
Q4 		$4.92M Buy
5,223
+817
+19% +$752K 0.16% 101
2024
Q3 		$3.91M Buy
4,406
+123
+3% +$101K 0.14% 120
2024
Q2 		$3.24M Buy
4,283
+598
+16% +$454K 0.14% 107
2024
Q1 		$3.04M Buy
3,685
+3,327
+929% +$2.8M 0.12% 132
2023
Q4 		$288K Buy
+358
New +$275K 0.02% 422

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

GeoWealth Management's EQIX Position: Q2 2026 in Review

GeoWealth Management reduced its Equinix (EQIX) stake by 2.8% in Q2 2026, selling an estimated $142K and leaving 4,644 shares worth $4.84M. The position accounts for 0.15% of the portfolio, ranked #82.

GeoWealth Management first reported a position in EQIX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.92M in Q4 2024. 1,365 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • GeoWealth Management held 4,644 shares of Equinix worth $4.84M as of Q2 2026.
  • GeoWealth Management sold 133 Equinix shares in Q2 2026, an estimated $142K.
  • Equinix made up 0.15% of GeoWealth Management's portfolio in Q2 2026, its #82 holding.
  • GeoWealth Management first reported a position in Equinix in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Equinix position peaked at $4.92M in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.