United Capital Financial Advisors’s Equinix EQIX Stock Holding History

United Capital Financial Advisors’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	$4.77M	Buy	4,866 +281	+6%	+$250K	0.03%	363
2025 Q4	$3.51M	Sell	4,585 -165	-3%	-$129K	0.02%	412
2025 Q3	$3.72M	Buy	4,750 +1,555	+49%	+$1.22M	0.03%	342
2025 Q2	$2.54M	Sell	3,195 -215	-6%	-$182K	0.02%	397
2025 Q1	$2.78M	Buy	3,410 +5	+0.1%	+$4.49K	0.02%	363
2024 Q4	$3.21M	Sell	3,405 -96	-3%	-$88.3K	0.03%	332
2024 Q3	$3.11M	Buy	3,501 +122	+4%	+$99.9K	0.03%	332
2024 Q2	$2.56M	Sell	3,379 -214	-6%	-$162K	0.02%	356
2024 Q1	$2.97M	Sell	3,593 -173	-5%	-$146K	0.02%	354
2023 Q4	$3.03M	Buy	3,766 +1,070	+40%	+$822K	0.03%	351
2023 Q3	$1.96M	Sell	2,696 -751	-22%	-$582K	0.01%	427
2023 Q2	$2.7M	Sell	3,447 -101	-3%	-$73.9K	0.01%	401
2023 Q1	$2.56M	Sell	3,548 -269	-7%	-$189K	0.01%	411
2022 Q4	$2.5M	Sell	3,817 -628	-14%	-$388K	0.01%	438
2022 Q3	$2.53M	Sell	4,445 -8	-0.2%	-$5.23K	0.01%	432
2022 Q2	$2.93M	Sell	4,453 -337	-7%	-$233K	0.02%	420
2022 Q1	$3.55M	Sell	4,790 -427	-8%	-$307K	0.02%	418
2021 Q4	$4.41M	Buy	5,217 +213	+4%	+$171K	0.02%	387
2021 Q3	$3.95M	Sell	5,004 -74	-1%	-$61.5K	0.02%	409
2021 Q2	$4.08M	Buy	5,078 +39	+0.8%	+$29K	0.02%	405
2021 Q1	$3.42M	Sell	5,039 -877	-15%	-$602K	0.02%	413
2020 Q4	$4.22M	Sell	5,916 -1,209	-17%	-$900K	0.03%	379
2020 Q3	$5.42M	Sell	7,125 -962	-12%	-$728K	0.04%	331
2020 Q2	$5.68M	Buy	8,087 +3,576	+79%	+$2.42M	0.04%	328
2020 Q1	$2.82M	Sell	4,511 -984	-18%	-$589K	0.02%	431
2019 Q4	$3.21M	Buy	5,495 +1,317	+32%	+$740K	0.02%	502
2019 Q3	$2.41M	Sell	4,178 -535	-11%	-$287K	0.02%	555
2019 Q2	$2.38M	Buy	4,713 +333	+8%	+$160K	0.02%	570
2019 Q1	$1.99M	Sell	4,380 -3,325	-43%	-$1.35M	0.01%	590
2018 Q4	$2.72M	Sell	7,705 -1,164	-13%	-$454K	0.02%	489
2018 Q3	$3.84M	Sell	8,869 -88	-1%	-$38.5K	0.03%	483
2018 Q2	$3.85M	Sell	8,957 -918	-9%	-$371K	0.03%	462
2018 Q1	$4.13M	Sell	9,875 -7,017	-42%	-$2.95M	0.03%	443
2017 Q4	$7.66M	Buy	16,892 +553	+3%	+$256K	0.06%	336
2017 Q3	$7.29M	Sell	16,339 -695	-4%	-$311K	0.06%	330
2017 Q2	$7.31M	Sell	17,034 -70	-0.4%	-$29.7K	0.07%	321
2017 Q1	$6.85M	Buy	17,104 +198	+1%	+$75.2K	0.06%	325
2016 Q4	$6.04M	Buy	16,906 +916	+6%	+$320K	0.06%	341
2016 Q3	$5.76M	Sell	15,990 -773	-5%	-$287K	0.06%	358
2016 Q2	$6.5M	Sell	16,763 -1,865	-10%	-$651K	0.07%	326
2016 Q1	$6.16M	Sell	18,628 -514	-3%	-$156K	0.07%	296
2015 Q4	$5.79M	Sell	19,142 -245	-1%	-$71.6K	0.07%	302
2015 Q3	$5.1M	Buy	19,387 +1,806	+10%	+$495K	0.06%	319
2015 Q2	$4.47M	Buy	17,581 +1,063	+6%	+$271K	0.05%	360
2015 Q1	$4.23M	Buy	+16,518	New	+$3.74M	0.05%	371

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

United Capital Financial Advisors's EQIX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Equinix (EQIX) stake by 6.1% in Q1 2026, buying an estimated $250K and bringing the position to 4,866 shares worth $4.77M. The position accounts for 0.03% of the portfolio, ranked #363.

United Capital Financial Advisors first reported a position in EQIX in Q1 2015 and has held it in 45 quarters since. The position peaked at $7.66M in Q4 2017. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

United Capital Financial Advisors held 4,866 shares of Equinix worth $4.77M as of Q1 2026.
United Capital Financial Advisors bought 281 Equinix shares in Q1 2026, an estimated $250K.
Equinix made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #363 holding.
United Capital Financial Advisors first reported a position in Equinix in Q1 2015 and has held it in 45 quarters since.
United Capital Financial Advisors's Equinix position peaked at $7.66M in Q4 2017.
1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.