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Valeo Financial Advisors’s Equinix EQIX Stock Holding History

Valeo 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
Q2 		$2.58M Buy
2,472
+86
+4% +$92.1K 0.05% 144
2026
Q1 		$2.34M Sell
2,386
-292
-11% -$260K 0.06% 142
2025
Q4 		$2.05M Sell
2,678
-32
-1% -$25.1K 0.05% 172
2025
Q3 		$2.12M Sell
2,710
-37
-1% -$28.9K 0.05% 162
2025
Q2 		$2.19M Buy
2,747
+12
+0.4% +$10.2K 0.05% 158
2025
Q1 		$2.23M Sell
2,735
-32
-1% -$28.8K 0.06% 140
2024
Q4 		$2.61M Buy
2,767
+26
+0.9% +$23.9K 0.07% 124
2024
Q3 		$2.43M Buy
2,741
+25
+0.9% +$20.5K 0.07% 134
2024
Q2 		$2.05M Buy
2,716
+21
+0.8% +$15.9K 0.06% 138
2024
Q1 		$2.04M Buy
2,695
+45
+2% +$37.9K 0.07% 140
2023
Q4 		$2.13M Sell
2,650
-77
-3% -$59.1K 0.09% 130
2023
Q3 		$1.98M Buy
2,727
+78
+3% +$60.4K 0.09% 129
2023
Q2 		$2.08M Buy
2,649
+60
+2% +$43.9K 0.09% 118
2023
Q1 		$1.87M Buy
2,589
+139
+6% +$97.9K 0.09% 133
2022
Q4 		$1.6M Buy
2,450
+28
+1% +$17.3K 0.09% 136
2022
Q3 		$1.38M Buy
2,422
+124
+5% +$81K 0.09% 134
2022
Q2 		$1.51M Buy
2,298
+69
+3% +$47.8K 0.09% 124
2022
Q1 		$1.65M Buy
2,229
+25
+1% +$18K 0.08% 138
2021
Q4 		$1.86M Sell
2,204
-4
-0.2% -$3.21K 0.1% 121
2021
Q3 		$1.75M Buy
+2,208
New +$1.83M 0.1% 125
2021
Q2 		– Sell
-7,075
Closed -$4.81M – 897
2021
Q1 		$4.81M Sell
7,075
-52
-0.7% -$35.7K 0.22% 57
2020
Q4 		$5.09M Buy
7,127
+6,976
+4,620% +$5.19M 0.26% 45
2020
Q3 		$115K Sell
151
-5
-3% -$3.78K 0.01% 444
2020
Q2 		$110K Buy
156
+9
+6% +$6.09K 0.01% 479
2020
Q1 		$99K Buy
147
+15
+11% +$8.97K 0.01% 427
2019
Q4 		$77K Buy
132
+4
+3% +$2.25K 0.01% 517
2019
Q3 		$74K Buy
128
+86
+205% +$46.2K 0.01% 500
2019
Q2 		$21K Sell
42
-6
-13% -$2.88K ﹤0.01% 826
2019
Q1 		$22K Buy
48
+19
+66% +$7.74K ﹤0.01% 758
2018
Q4 		$10K Buy
29
+8
+38% +$3.12K ﹤0.01% 877
2018
Q3 		$8K Sell
21
-5
-19% -$2.19K ﹤0.01% 1032
2018
Q2 		$11K Buy
26
+5
+24% +$2.02K ﹤0.01% 914
2018
Q1 		$9K Sell
21
-4
-16% -$1.68K ﹤0.01% 951
2017
Q4 		$11K Buy
25
+10
+67% +$4.63K ﹤0.01% 811
2017
Q3 		$7K Buy
+15
New +$6.72K ﹤0.01% 785

Other funds holding EQIX

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Valeo Financial Advisors's EQIX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Equinix (EQIX) stake by 3.6% in Q2 2026, buying an estimated $92.1K and bringing the position to 2,472 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #144.

Valeo Financial Advisors first reported a position in EQIX in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.09M in Q4 2020. 335 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Valeo Financial Advisors held 2,472 shares of Equinix worth $2.58M as of Q2 2026.
  • Valeo Financial Advisors bought 86 Equinix shares in Q2 2026, an estimated $92.1K.
  • Equinix made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Valeo Financial Advisors first reported a position in Equinix in Q3 2017 and has held it in 35 quarters since.
  • Valeo Financial Advisors's Equinix position peaked at $5.09M in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.