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Heritage Trust’s Equinix EQIX Stock Holding History

Heritage Trust’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 		$913K Sell
876
-10
-1% -$10.7K 0.08% 180
2026
Q1 		$868K Sell
886
-6
-0.7% -$5.33K 0.09% 177
2025
Q4 		$683K Sell
892
-3
-0.3% -$2.35K 0.07% 185
2025
Q3 		$701K Sell
895
-21
-2% -$16.4K 0.07% 186
2025
Q2 		$729K Sell
916
-20
-2% -$17K 0.08% 180
2025
Q1 		$763K Sell
936
-6
-0.6% -$5.39K 0.09% 174
2024
Q4 		$888K Buy
+942
New +$867K 0.1% 161
2024
Q2 		$730K Sell
965
-8
-0.8% -$6.07K 0.1% 164
2024
Q1 		$803K Hold
973
– – 0.11% 156
2023
Q4 		$784K Buy
973
+6
+0.6% +$4.61K 0.11% 156
2023
Q3 		$702K Hold
967
– – 0.11% 152
2023
Q2 		$758K Buy
967
+8
+0.8% +$5.86K 0.11% 151
2023
Q1 		$691K Sell
959
-10
-1% -$7.04K 0.11% 151
2022
Q4 		$635K Sell
969
-19
-2% -$11.7K 0.1% 162
2022
Q3 		$562K Sell
988
-82
-8% -$53.6K 0.1% 167
2022
Q2 		$704K Sell
1,070
-46
-4% -$31.9K 0.12% 154
2022
Q1 		$827K Sell
1,116
-40
-3% -$28.8K 0.12% 145
2021
Q4 		$978K Sell
1,156
-74
-6% -$59.3K 0.13% 139
2021
Q3 		$972K Sell
1,230
-505
-29% -$420K 0.14% 132
2021
Q2 		$1.39M Sell
1,735
-110
-6% -$81.7K 0.2% 110
2021
Q1 		$1.25M Sell
1,845
-15
-0.8% -$10.3K 0.19% 110
2020
Q4 		$1.33M Sell
1,860
-111
-6% -$82.6K 0.22% 104
2020
Q3 		$1.5M Buy
1,971
+175
+10% +$132K 0.28% 85
2020
Q2 		$1.26M Buy
1,796
+868
+94% +$587K 0.25% 91
2020
Q1 		$580K Buy
928
+10
+1% +$5.98K 0.14% 113
2019
Q4 		$537K Buy
918
+218
+31% +$122K 0.11% 133
2019
Q3 		$404K Buy
+700
New +$376K 0.09% 146

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

Heritage Trust's EQIX Position: Q2 2026 in Review

Heritage Trust reduced its Equinix (EQIX) stake by 1.1% in Q2 2026, selling an estimated $10.7K and leaving 876 shares worth $913K. The position accounts for 0.08% of the portfolio, ranked #180.

Heritage Trust first reported a position in EQIX in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q3 2020. 1,365 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Heritage Trust held 876 shares of Equinix worth $913K as of Q2 2026.
  • Heritage Trust sold 10 Equinix shares in Q2 2026, an estimated $10.7K.
  • Equinix made up 0.08% of Heritage Trust's portfolio in Q2 2026, its #180 holding.
  • Heritage Trust first reported a position in Equinix in Q3 2019 and has held it in 27 quarters since.
  • Heritage Trust's Equinix position peaked at $1.5M in Q3 2020.
  • 1,365 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.