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OneAscent Wealth Management’s Equinix EQIX Stock Holding History

OneAscent 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
2025
Q3 		– Sell
-342
Closed -$272K – 184
2025
Q2 		$272K Buy
+342
New +$290K 0.1% 128
2024
Q2 		– Sell
-464
Closed -$383K – 120
2024
Q1 		$383K Buy
464
+112
+32% +$94.2K 0.15% 96
2023
Q4 		$283K Buy
352
+1
+0.3% +$768 0.11% 127
2023
Q3 		$255K Buy
+351
New +$272K 0.11% 130
2021
Q1 		$429K Buy
632
+53
+9% +$36.4K 0.18% 134
2020
Q4 		$414K Buy
+579
New +$431K 0.19% 122

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Wealth Management's EQIX Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Equinix (EQIX) in Q3 2025, closing a stake of 342 shares — an estimated $272K sold.

OneAscent Wealth Management first reported a position in EQIX in Q4 2020 and held it in 6 quarters. The position peaked at $429K in Q1 2021. 1,179 funds tracked by Wall St. Rank hold EQIX as of Q3 2025.

  • OneAscent Wealth Management reported no remaining Equinix position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 342 Equinix shares in Q3 2025, an estimated $272K.
  • OneAscent Wealth Management first reported a position in Equinix in Q4 2020 and held it in 6 quarters.
  • OneAscent Wealth Management's Equinix position peaked at $429K in Q1 2021.
  • 1,179 funds tracked by Wall St. Rank held Equinix as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.