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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Mount Yale Investment Advisors's EQIX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Equinix (EQIX) in Q1 2026: 345 shares worth $338K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EQIX as recently as Q3 2024.

Mount Yale Investment Advisors first reported a position in EQIX in Q1 2018 and has held it in 5 quarters since. The position peaked at $503K in Q3 2024. 1,290 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Mount Yale Investment Advisors held 345 shares of Equinix worth $338K as of Q1 2026.
  • Equinix was a new Mount Yale Investment Advisors position in Q1 2026.
  • Equinix made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #844 holding.
  • Mount Yale Investment Advisors first reported a position in Equinix in Q1 2018 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Equinix position peaked at $503K in Q3 2024.
  • 1,290 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.