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Mowery & Schoenfeld Wealth Management’s Equinix EQIX Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$11.5K Hold
11
– – 0.02% 231
2026
Q1 		$10.8K Hold
11
– – 0.02% 216
2025
Q4 		$8.43K Hold
11
– – 0.01% 266
2025
Q3 		$8.62K Sell
11
-3
-21% -$2.34K 0.01% 232
2025
Q2 		$11.1K Hold
14
– – 0.02% 213
2025
Q1 		$11.4K Hold
14
– – 0.02% 260
2024
Q4 		$13.2K Buy
+14
New +$12.9K 0.03% 203
2024
Q1 		– Sell
-7
Closed -$5.64K – 172
2023
Q4 		$5.64K Buy
+7
New +$5.38K 0.01% 127

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

Mowery & Schoenfeld Wealth Management's EQIX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Equinix (EQIX) position steady in Q2 2026 at 11 shares worth $11.5K. The position accounts for 0.02% of the portfolio, ranked #231.

Mowery & Schoenfeld Wealth Management first reported a position in EQIX in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.2K in Q4 2024. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 11 shares of Equinix worth $11.5K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Equinix share count unchanged in Q2 2026.
  • Equinix made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Equinix in Q4 2023 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Equinix position peaked at $13.2K in Q4 2024.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.