Pinnacle Wealth Planning Services’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$288K Sell
294
-266
-48% -$236K 0.03% 352
2025
Q4
$429K Sell
560
-34
-6% -$26.7K 0.04% 237
2025
Q3
$465K Buy
594
+20
+3% +$15.6K 0.05% 231
2025
Q2
$456K Buy
574
+153
+36% +$130K 0.06% 213
2025
Q1
$343K Sell
421
-1
-0.2% -$899 0.05% 229
2024
Q4
$397K Sell
422
-231
-35% -$213K 0.06% 193
2024
Q3
$579K Sell
653
-9
-1% -$7.37K 0.08% 166
2024
Q2
$500K Buy
662
+30
+5% +$22.8K 0.07% 179
2024
Q1
$521K Buy
632
+19
+3% +$16K 0.08% 179
2023
Q4
$493K Sell
613
-47
-7% -$36.1K 0.08% 180
2023
Q3
$479K Sell
660
-11
-2% -$8.52K 0.08% 170
2023
Q2
$526K Sell
671
-15
-2% -$11K 0.08% 159
2023
Q1
$494K Buy
686
+135
+25% +$95K 0.08% 177
2022
Q4
$361K Sell
551
-4
-0.7% -$2.47K 0.06% 224
2022
Q3
$316K Sell
555
-175
-24% -$114K 0.06% 225
2022
Q2
$479K Buy
730
+5
+0.7% +$3.46K 0.09% 163
2022
Q1
$537K Buy
725
+44
+6% +$31.7K 0.1% 160
2021
Q4
$575K Buy
681
+67
+11% +$53.7K 0.11% 139
2021
Q3
$485K Buy
614
+37
+6% +$30.7K 0.11% 145
2021
Q2
$463K Buy
577
+30
+5% +$22.3K 0.11% 149
2021
Q1
$372K Sell
547
-156
-22% -$107K 0.1% 178
2020
Q4
$502K Buy
703
+27
+4% +$20.1K 0.12% 115
2020
Q3
$513K Sell
676
-7
-1% -$5.3K 0.17% 96
2020
Q2
$479K Sell
683
-17
-2% -$11.5K 0.16% 109
2020
Q1
$437K Buy
700
+101
+17% +$60.4K 0.21% 97
2019
Q4
$349K Buy
599
+55
+10% +$30.9K 0.16% 130
2019
Q3
$313K Buy
544
+14
+3% +$7.52K 0.17% 119
2019
Q2
$268K Buy
530
+30
+6% +$14.4K 0.16% 129
2019
Q1
$227K Sell
500
-196
-28% -$79.8K 0.15% 133
2018
Q4
$246K Sell
696
-38
-5% -$14.8K 0.16% 110
2018
Q3
$318K Sell
734
-5
-0.7% -$2.19K 0.29% 115
2018
Q2
$317K Buy
739
+189
+34% +$76.4K 0.31% 104
2018
Q1
$230K Buy
550
+428
+351% +$180K 0.24% 145
2017
Q4
$56K Buy
+122
New +$56.4K 0.11% 121

Other funds holding EQIX

Pinnacle Wealth Planning Services's EQIX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Equinix (EQIX) stake by 48% in Q1 2026, selling an estimated $236K and leaving 294 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #352.

Pinnacle Wealth Planning Services first reported a position in EQIX in Q4 2017 and has held it in 34 quarters since. The position peaked at $579K in Q3 2024. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 294 shares of Equinix worth $288K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 266 Equinix shares in Q1 2026, an estimated $236K.
  • Equinix made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #352 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equinix in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's Equinix position peaked at $579K in Q3 2024.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.