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Montag & Associates’s Equinix EQIX Stock Holding History

Montag & Associates’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 		$55.2K Hold
53
– – ﹤0.01% 579
2026
Q1 		$52K Sell
53
-124
-70% -$110K ﹤0.01% 585
2025
Q4 		$136K Buy
+177
New +$139K 0.01% 471

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

Montag & Associates's EQIX Position: Q2 2026 in Review

Montag & Associates held its Equinix (EQIX) position steady in Q2 2026 at 53 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Montag & Associates first reported a position in EQIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q4 2025. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Montag & Associates held 53 shares of Equinix worth $55.2K as of Q2 2026.
  • Montag & Associates left its Equinix share count unchanged in Q2 2026.
  • Equinix made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #579 holding.
  • Montag & Associates first reported a position in Equinix in Q4 2025 and has held it in 3 quarters since.
  • Montag & Associates's Equinix position peaked at $136K in Q4 2025.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.