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Modern Wealth Management’s Equinix EQIX Stock Holding History

Modern Wealth Management’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
Q1 		$284K Buy
285
+24
+9% +$21.3K ﹤0.01% 733
2025
Q4 		$200K Sell
261
-2
-0.8% -$1.57K ﹤0.01% 812
2025
Q3 		$206K Sell
263
-22
-8% -$17.2K ﹤0.01% 759
2025
Q2 		$227K Buy
+285
New +$242K 0.01% 705

Other funds holding EQIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Modern Wealth Management's EQIX Position: Q1 2026 in Review

Modern Wealth Management increased its Equinix (EQIX) stake by 9.2% in Q1 2026, buying an estimated $21.3K and bringing the position to 285 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Modern Wealth Management first reported a position in EQIX in Q2 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Modern Wealth Management held 285 shares of Equinix worth $284K as of Q1 2026.
  • Modern Wealth Management bought 24 Equinix shares in Q1 2026, an estimated $21.3K.
  • Equinix made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Modern Wealth Management first reported a position in Equinix in Q2 2025 and has held it in 4 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.