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Phillips Wealth Planners’s Equinix EQIX Stock Holding History

Phillips Wealth Planners’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 		$681K Buy
666
+82
+14% +$87.8K 0.5% 59
2026
Q1 		$634K Buy
584
+198
+51% +$176K 0.48% 63
2025
Q4 		$307K Sell
386
-182
-32% -$143K 0.25% 137
2025
Q3 		$449K Sell
568
-12
-2% -$9.38K 0.37% 85
2025
Q2 		$445K Sell
580
-127
-18% -$108K 0.4% 80
2025
Q1 		$549K Sell
707
-18
-2% -$16.2K 0.58% 55
2024
Q4 		$652K Buy
725
+112
+18% +$103K 0.65% 44
2024
Q3 		$540K Sell
613
-125
-17% -$102K 0.52% 64
2024
Q2 		$573K Sell
738
-96
-12% -$72.9K 0.6% 49
2024
Q1 		$619K Sell
834
-56
-6% -$47.1K 0.71% 34
2023
Q4 		$706K Sell
890
-11
-1% -$8.45K 0.85% 33
2023
Q3 		$634K Buy
901
+493
+121% +$382K 0.86% 37
2023
Q2 		$320K Sell
408
-8
-2% -$5.86K 0.42% 89
2023
Q1 		$300K Sell
416
-6
-1% -$4.22K 0.4% 95
2022
Q4 		$312K Buy
+422
New +$261K 0.54% 67

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 $3.37T AUM 44.26% 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

Phillips Wealth Planners's EQIX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Equinix (EQIX) stake by 14% in Q2 2026, buying an estimated $87.8K and bringing the position to 666 shares worth $681K. The position accounts for 0.5% of the portfolio, ranked #59.

Phillips Wealth Planners first reported a position in EQIX in Q4 2022 and has held it in 15 quarters since. The position peaked at $706K in Q4 2023. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Phillips Wealth Planners held 666 shares of Equinix worth $681K as of Q2 2026.
  • Phillips Wealth Planners bought 82 Equinix shares in Q2 2026, an estimated $87.8K.
  • Equinix made up 0.5% of Phillips Wealth Planners's portfolio in Q2 2026, its #59 holding.
  • Phillips Wealth Planners first reported a position in Equinix in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Equinix position peaked at $706K in Q4 2023.
  • 1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.