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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
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 $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

Mowery & Schoenfeld Wealth Management's EQIX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Equinix (EQIX) position steady in Q1 2026 at 11 shares worth $10.8K. The position accounts for 0.02% of the portfolio, ranked #216.

Mowery & Schoenfeld Wealth Management first reported a position in EQIX in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.2K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 11 shares of Equinix worth $10.8K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Equinix share count unchanged in Q1 2026.
  • Equinix made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Equinix in Q4 2023 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Equinix position peaked at $13.2K in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.