Mosaic Financial Group
EQIX icon

Mosaic Financial Group’s Equinix EQIX Stock Holding History

Mosaic Financial Group’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
Q3 		– Sell
-265
Closed -$276K – 135
2026
Q2 		$276K Hold
265
– – 0.18% 107
2026
Q1 		$260K Hold
265
– – 0.18% 105
2025
Q4 		$203K Hold
265
– – 0.14% 124
2025
Q3 		$208K Hold
265
– – 0.15% 116
2025
Q2 		$211K Hold
265
– – 0.16% 109
2025
Q1 		$216K Sell
265
-46
-15% -$41.3K 0.18% 108
2024
Q4 		$293K Hold
311
– – 0.21% 89
2024
Q3 		$276K Hold
311
– – 0.2% 95
2024
Q2 		$235K Hold
311
– – 0.17% 108
2024
Q1 		$257K Buy
+311
New +$262K 0.21% 96

Other funds holding EQIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mosaic Financial Group's EQIX Position: Q3 2026 in Review

Mosaic Financial Group sold out of Equinix (EQIX) in Q3 2026, closing a stake of 265 shares — an estimated $276K sold.

Mosaic Financial Group first reported a position in EQIX in Q1 2024 and held it in 10 quarters. The position peaked at $293K in Q4 2024. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q3 2026.

  • Mosaic Financial Group reported no remaining Equinix position as of Q3 2026 after selling out during the quarter.
  • Mosaic Financial Group sold 265 Equinix shares in Q3 2026, an estimated $276K.
  • Mosaic Financial Group first reported a position in Equinix in Q1 2024 and held it in 10 quarters.
  • Mosaic Financial Group's Equinix position peaked at $293K in Q4 2024.
  • 1,121 funds tracked by Wall St. Rank held Equinix as of Q3 2026.

Based on Mosaic Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.