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Holistic Financial Partners’s Equinix EQIX Stock Holding History

Holistic Financial Partners’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
2025
Q2 		– Sell
-248
Closed -$202K – 131
2025
Q1 		$202K Sell
248
-43
-15% -$38.7K 0.1% 113
2024
Q4 		$274K Buy
291
+57
+24% +$52.4K 0.14% 93
2024
Q3 		$208K Buy
+234
New +$192K 0.1% 111
2024
Q2 		– Sell
-274
Closed -$226K – 129
2024
Q1 		$226K Buy
+274
New +$230K 0.11% 112

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holistic Financial Partners's EQIX Position: Q2 2025 in Review

Holistic Financial Partners sold out of Equinix (EQIX) in Q2 2025, closing a stake of 248 shares — an estimated $202K sold.

Holistic Financial Partners first reported a position in EQIX in Q1 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 1,198 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

  • Holistic Financial Partners reported no remaining Equinix position as of Q2 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 248 Equinix shares in Q2 2025, an estimated $202K.
  • Holistic Financial Partners first reported a position in Equinix in Q1 2024 and held it in 4 quarters.
  • Holistic Financial Partners's Equinix position peaked at $274K in Q4 2024.
  • 1,198 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

Based on Holistic Financial Partners's 13F filing for Q2 2025, filed 5 Aug 2025.