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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Wealth Planners's EQIX Position: Q1 2026 in Review

Phillips Wealth Planners increased its Equinix (EQIX) stake by 51% in Q1 2026, buying an estimated $176K and bringing the position to 584 shares worth $634K. The position accounts for 0.48% of the portfolio, ranked #63.

Phillips Wealth Planners first reported a position in EQIX in Q4 2022 and has held it in 14 quarters since. The position peaked at $706K in Q4 2023. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

Phillips Wealth Planners held 584 shares of Equinix worth $634K as of Q1 2026.
Phillips Wealth Planners bought 198 Equinix shares in Q1 2026, an estimated $176K.
Equinix made up 0.48% of Phillips Wealth Planners's portfolio in Q1 2026, its #63 holding.
Phillips Wealth Planners first reported a position in Equinix in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Equinix position peaked at $706K in Q4 2023.
1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.