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Kerr Financial Planning’s Equinix EQIX Stock Holding History

Kerr Financial Planning’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 		$31K Hold
30
– – 0.03% 226
2026
Q1 		$31.6K Buy
30
+1
+3% +$889 0.02% 222
2025
Q4 		$23.9K Sell
29
-1
-3% -$784 0.03% 257
2025
Q3 		$23.8K Buy
+30
New +$23.4K 0.03% 249

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 $3.38T AUM 44.17% 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

Kerr Financial Planning's EQIX Position: Q2 2026 in Review

Kerr Financial Planning held its Equinix (EQIX) position steady in Q2 2026 at 30 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #226.

Kerr Financial Planning first reported a position in EQIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.6K in Q1 2026. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Kerr Financial Planning held 30 shares of Equinix worth $31K as of Q2 2026.
  • Kerr Financial Planning left its Equinix share count unchanged in Q2 2026.
  • Equinix made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #226 holding.
  • Kerr Financial Planning first reported a position in Equinix in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Equinix position peaked at $31.6K in Q1 2026.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.