KWM
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KW Wealth Management’s Equinox Gold EQX Stock Holding History

KW Wealth Management’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,623
Closed -$149K – 17
2025
Q4 		$149K Buy
10,623
+420
+4% +$5.3K 0.23% 81
2025
Q3 		$114K Buy
+10,203
New +$81.2K 0.2% 76

Other funds holding EQX

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KW Wealth Management's EQX Position: Q1 2026 in Review

KW Wealth Management sold out of Equinox Gold (EQX) in Q1 2026, closing a stake of 10,623 shares — an estimated $149K sold.

KW Wealth Management first reported a position in EQX in Q3 2025 and held it in 2 quarters. The position peaked at $149K in Q4 2025. 307 funds tracked by Wall St. Rank hold EQX as of Q1 2026.

  • KW Wealth Management reported no remaining Equinox Gold position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 10,623 Equinox Gold shares in Q1 2026, an estimated $149K.
  • KW Wealth Management first reported a position in Equinox Gold in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Equinox Gold position peaked at $149K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.