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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
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 $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

Montag & Associates's EQIX Position: Q1 2026 in Review

Montag & Associates reduced its Equinix (EQIX) stake by 70% in Q1 2026, selling an estimated $110K and leaving 53 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Montag & Associates first reported a position in EQIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $136K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Montag & Associates held 53 shares of Equinix worth $52K as of Q1 2026.
  • Montag & Associates sold 124 Equinix shares in Q1 2026, an estimated $110K.
  • Equinix made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #585 holding.
  • Montag & Associates first reported a position in Equinix in Q4 2025 and has held it in 2 quarters since.
  • Montag & Associates's Equinix position peaked at $136K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.