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Marcum Wealth’s Equinix EQIX Stock Holding History

Marcum Wealth’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
Q1 		$526K Sell
645
-49
-7% -$44K 0.05% 188
2024
Q4 		$654K Buy
694
+36
+5% +$33.1K 0.06% 157
2024
Q3 		$584K Sell
658
-74
-10% -$60.6K 0.05% 171
2024
Q2 		$554K Buy
732
+83
+13% +$63K 0.06% 171
2024
Q1 		$536K Sell
649
-33
-5% -$27.8K 0.05% 182
2023
Q4 		$549K Buy
682
+20
+3% +$15.4K 0.06% 166
2023
Q3 		$481K Buy
662
+121
+22% +$93.7K 0.06% 177
2023
Q2 		$424K Buy
541
+21
+4% +$15.4K 0.05% 198
2023
Q1 		$375K Buy
520
+9
+2% +$6.34K 0.05% 216
2022
Q4 		$335K Sell
511
-112
-18% -$69.2K 0.04% 227
2022
Q3 		$354K Buy
623
+19
+3% +$12.4K 0.05% 207
2022
Q2 		$397K Buy
604
+58
+11% +$40.2K 0.06% 191
2022
Q1 		$405K Sell
546
-37
-6% -$26.6K 0.06% 196
2021
Q4 		$493K Sell
583
-88
-13% -$70.5K 0.07% 171
2021
Q3 		$530K Buy
671
+80
+14% +$66.5K 0.08% 150
2021
Q2 		$474K Buy
591
+85
+17% +$63.1K 0.08% 155
2021
Q1 		$344K Buy
+506
New +$347K 0.06% 202

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's EQIX Position: Q1 2025 in Review

Marcum Wealth reduced its Equinix (EQIX) stake by 7.1% in Q1 2025, selling an estimated $44K and leaving 645 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #188.

Marcum Wealth first reported a position in EQIX in Q1 2021 and has held it in 17 quarters since. The position peaked at $654K in Q4 2024. 1,203 funds tracked by Wall St. Rank hold EQIX as of Q1 2025.

  • Marcum Wealth held 645 shares of Equinix worth $526K as of Q1 2025.
  • Marcum Wealth sold 49 Equinix shares in Q1 2025, an estimated $44K.
  • Equinix made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #188 holding.
  • Marcum Wealth first reported a position in Equinix in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Equinix position peaked at $654K in Q4 2024.
  • 1,203 funds tracked by Wall St. Rank held Equinix as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.