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Heritage Wealth Management (Ohio)’s Equinix EQIX Stock Holding History

Heritage Wealth Management (Ohio)’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 		$745K Hold
715
– – 0.19% 123
2026
Q1 		$701K Hold
715
– – 0.35% 74
2025
Q4 		$548K Sell
715
-6
-0.8% -$4.7K 0.15% 142
2025
Q3 		$565K Sell
721
-4
-0.6% -$3.13K 0.17% 131
2025
Q2 		$577K Hold
725
– – 0.19% 122
2025
Q1 		$591K Hold
725
– – 0.2% 119
2024
Q4 		$684K Hold
725
– – 0.23% 111
2024
Q3 		$644K Hold
725
– – 0.21% 120
2024
Q2 		$547K Buy
+725
New +$550K 0.18% 124

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 Wealth Management (Ohio)'s EQIX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Equinix (EQIX) position steady in Q2 2026 at 715 shares worth $745K. The position accounts for 0.19% of the portfolio, ranked #123.

Heritage Wealth Management (Ohio) first reported a position in EQIX in Q2 2024 and has held it in 9 quarters since. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 715 shares of Equinix worth $745K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Equinix share count unchanged in Q2 2026.
  • Equinix made up 0.19% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #123 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Equinix in Q2 2024 and has held it in 9 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.