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Venturi Wealth Management’s Equinix EQIX Stock Holding History

Venturi Wealth 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
2025
Q2 		– Sell
-1,775
Closed -$1.45M – 559
2025
Q1 		$1.45M Buy
1,775
+36
+2% +$32.4K 0.08% 151
2024
Q4 		$1.64M Buy
1,739
+470
+37% +$432K 0.08% 145
2024
Q3 		$1.13M Buy
1,269
+43
+4% +$35.2K 0.06% 177
2024
Q2 		$928K Sell
1,226
-6
-0.5% -$4.55K 0.05% 194
2024
Q1 		$1.02M Buy
1,232
+223
+22% +$188K 0.07% 179
2023
Q4 		$813K Sell
1,009
-8
-0.8% -$6.14K 0.06% 206
2023
Q3 		$739K Buy
1,017
+977
+2,443% +$757K 0.06% 203
2023
Q2 		$31.4K Buy
40
+1
+3% +$732 ﹤0.01% 484
2023
Q1 		$28.1K Buy
+39
New +$27.5K ﹤0.01% 544

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Venturi Wealth Management's EQIX Position: Q2 2025 in Review

Venturi Wealth Management sold out of Equinix (EQIX) in Q2 2025, closing a stake of 1,775 shares — an estimated $1.45M sold.

Venturi Wealth Management first reported a position in EQIX in Q1 2023 and held it in 9 quarters. The position peaked at $1.64M in Q4 2024. 1,198 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

  • Venturi Wealth Management reported no remaining Equinix position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,775 Equinix shares in Q2 2025, an estimated $1.45M.
  • Venturi Wealth Management first reported a position in Equinix in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Equinix position peaked at $1.64M in Q4 2024.
  • 1,198 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.