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Total Wealth Planning & Management’s Equinix EQIX Stock Holding History

Total Wealth Planning & 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
Q2 		$243K Sell
233
-87
-27% -$93.1K 0.16% 187
2026
Q1 		$314K Buy
+320
New +$284K 0.23% 150

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's EQIX Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Equinix (EQIX) stake by 27% in Q2 2026, selling an estimated $93.1K and leaving 233 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #187.

Total Wealth Planning & Management first reported a position in EQIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Total Wealth Planning & Management held 233 shares of Equinix worth $243K as of Q2 2026.
  • Total Wealth Planning & Management sold 87 Equinix shares in Q2 2026, an estimated $93.1K.
  • Equinix made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #187 holding.
  • Total Wealth Planning & Management first reported a position in Equinix in Q1 2026 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Equinix position peaked at $314K in Q1 2026.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.