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Mount Yale Investment Advisors’s Equinix EQIX Stock Holding History

Mount Yale Investment 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
2026
Q2 		$349K Sell
335
-10
-3% -$10.7K 0.01% 921
2026
Q1 		$338K Buy
+345
New +$307K 0.01% 844
2024
Q4 		– Sell
-567
Closed -$503K – 577
2024
Q3 		$503K Buy
+567
New +$464K 0.05% 342
2018
Q4 		– Sell
-120
Closed -$48K – 456
2018
Q3 		$48K Sell
120
-76
-39% -$33.3K 0.01% 605
2018
Q2 		$84K Sell
196
-32
-14% -$12.9K 0.02% 515
2018
Q1 		$95K Buy
+228
New +$95.9K 0.02% 472

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

Mount Yale Investment Advisors's EQIX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Equinix (EQIX) stake by 2.9% in Q2 2026, selling an estimated $10.7K and leaving 335 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #921.

Mount Yale Investment Advisors first reported a position in EQIX in Q1 2018 and has held it in 6 quarters since. The position peaked at $503K in Q3 2024. 1,367 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Mount Yale Investment Advisors held 335 shares of Equinix worth $349K as of Q2 2026.
  • Mount Yale Investment Advisors sold 10 Equinix shares in Q2 2026, an estimated $10.7K.
  • Equinix made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #921 holding.
  • Mount Yale Investment Advisors first reported a position in Equinix in Q1 2018 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Equinix position peaked at $503K in Q3 2024.
  • 1,367 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.