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Marshall & Sterling Wealth Advisors’s Equinix EQIX Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-1
Closed -$783 – 433
2025
Q3 		$783 Hold
1
– – ﹤0.01% 607
2025
Q2 		$795 Hold
1
– – ﹤0.01% 587
2025
Q1 		$815 Buy
+1
New +$899 ﹤0.01% 601

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EQIX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Equinix (EQIX) in Q4 2025, closing a stake of 1 share — an estimated $783 sold.

Marshall & Sterling Wealth Advisors first reported a position in EQIX in Q1 2025 and held it in 3 quarters. The position peaked at $815 in Q1 2025. 1,196 funds tracked by Wall St. Rank hold EQIX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Equinix position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1 Equinix share in Q4 2025, an estimated $783.
  • Marshall & Sterling Wealth Advisors first reported a position in Equinix in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Equinix position peaked at $815 in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Equinix as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.