GA
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GoalVest Advisory’s Equinix EQIX Stock Holding History

GoalVest Advisory’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 		$15.6K Buy
15
+4
+36% +$4.28K ﹤0.01% 327
2026
Q1 		$10.8K Hold
11
– – ﹤0.01% 367
2025
Q4 		$8.43K Hold
11
– – ﹤0.01% 433
2025
Q3 		$8.62K Hold
11
– – ﹤0.01% 336
2025
Q2 		$8.75K Sell
11
-1
-8% -$848 ﹤0.01% 314
2025
Q1 		$9.78K Buy
12
+1
+9% +$899 ﹤0.01% 271
2024
Q4 		$10.4K Sell
11
-31
-74% -$28.5K ﹤0.01% 284
2024
Q3 		$37.3K Hold
42
– – 0.01% 213
2024
Q2 		$31.8K Sell
42
-50
-54% -$37.9K 0.01% 199
2024
Q1 		$75.9K Sell
92
-15
-14% -$12.6K 0.03% 170
2023
Q4 		$86.2K Buy
107
+55
+106% +$42.2K 0.04% 99
2023
Q3 		$37.8K Buy
52
+10
+24% +$7.75K 0.02% 163
2023
Q2 		$32.9K Hold
42
– – 0.02% 166
2023
Q1 		$30.3K Hold
42
– – 0.02% 143
2022
Q4 		$27.5K Hold
42
– – 0.02% 146
2022
Q3 		$24K Sell
42
-1
-2% -$653 0.02% 143
2022
Q2 		$29K Sell
43
-10
-19% -$6.93K 0.02% 195
2022
Q1 		$39K Buy
+53
New +$38.1K 0.02% 165
2021
Q2 		$34K Hold
42
– – 0.02% 162
2021
Q1 		$29K Hold
42
– – 0.02% 140
2020
Q4 		$30K Buy
+42
New +$31.3K 0.03% 141

Other funds holding EQIX

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

GoalVest Advisory's EQIX Position: Q2 2026 in Review

GoalVest Advisory increased its Equinix (EQIX) stake by 36% in Q2 2026, buying an estimated $4.28K and bringing the position to 15 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

GoalVest Advisory first reported a position in EQIX in Q4 2020 and has held it in 21 quarters since. The position peaked at $86.2K in Q4 2023. 335 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • GoalVest Advisory held 15 shares of Equinix worth $15.6K as of Q2 2026.
  • GoalVest Advisory bought 4 Equinix shares in Q2 2026, an estimated $4.28K.
  • Equinix made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #327 holding.
  • GoalVest Advisory first reported a position in Equinix in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Equinix position peaked at $86.2K in Q4 2023.
  • 335 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.