Integrated Wealth Concepts’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.74M Buy
1,774
+1,111
+168% +$988K 0.01% 821
2025
Q4
$508K Sell
663
-724
-52% -$568K 0.01% 1079
2025
Q3
$1.09M Buy
1,387
+271
+24% +$212K 0.01% 934
2025
Q2
$887K Buy
1,116
+594
+114% +$504K 0.01% 992
2025
Q1
$425K Buy
522
+54
+12% +$48.5K 0.01% 1221
2024
Q4
$441K Buy
468
+35
+8% +$32.2K 0.01% 1180
2024
Q3
$384K Sell
433
-32
-7% -$26.2K ﹤0.01% 1203
2024
Q2
$352K Sell
465
-8
-2% -$6.07K ﹤0.01% 1232
2024
Q1
$391K Buy
473
+52
+12% +$43.7K 0.01% 1170
2023
Q4
$339K Sell
421
-103
-20% -$79.1K 0.01% 1202
2023
Q3
$381K Sell
524
-54
-9% -$41.8K 0.01% 1111
2023
Q2
$453K Sell
578
-11
-2% -$8.05K 0.01% 1030
2023
Q1
$425K Sell
589
-18
-3% -$12.7K 0.01% 910
2022
Q4
$397K Buy
607
+21
+4% +$13K 0.01% 724
2022
Q3
$333K Sell
586
-55
-9% -$35.9K 0.01% 704
2022
Q2
$421K Buy
+641
New +$444K 0.01% 657
2022
Q1
Sell
-252
Closed -$213K 978
2021
Q4
$213K Sell
252
-1
-0.4% -$802 0.01% 910
2021
Q3
$200K Sell
253
-117
-32% -$97.2K 0.01% 903
2021
Q2
$297K Buy
370
+66
+22% +$49K 0.01% 662
2021
Q1
$207K Buy
+304
New +$209K 0.01% 691

Other funds holding EQIX

Integrated Wealth Concepts's EQIX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Equinix (EQIX) stake by 168% in Q1 2026, buying an estimated $988K and bringing the position to 1,774 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #821.

Integrated Wealth Concepts first reported a position in EQIX in Q1 2021 and has held it in 20 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Integrated Wealth Concepts held 1,774 shares of Equinix worth $1.74M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,111 Equinix shares in Q1 2026, an estimated $988K.
  • Equinix made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #821 holding.
  • Integrated Wealth Concepts first reported a position in Equinix in Q1 2021 and has held it in 20 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.