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Waverly Advisors’s Equinix EQIX Stock Holding History

Waverly 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 		$12.2M Buy
11,682
+483
+4% +$517K 0.07% 261
2026
Q1 		$11M Buy
11,199
+17
+0.2% +$15.1K 0.08% 236
2025
Q4 		$8.57M Buy
11,182
+1,067
+11% +$836K 0.07% 274
2025
Q3 		$7.92M Buy
10,115
+433
+4% +$338K 0.08% 239
2025
Q2 		$7.7M Sell
9,682
-419
-4% -$355K 0.08% 225
2025
Q1 		$8.24M Buy
10,101
+78
+0.8% +$70.1K 0.1% 206
2024
Q4 		$9.45M Buy
10,023
+472
+5% +$434K 0.15% 147
2024
Q3 		$8.48M Buy
9,551
+1,711
+22% +$1.4M 0.16% 140
2024
Q2 		$5.93M Buy
+7,840
New +$5.95M 0.12% 161

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

Waverly Advisors's EQIX Position: Q2 2026 in Review

Waverly Advisors increased its Equinix (EQIX) stake by 4.3% in Q2 2026, buying an estimated $517K and bringing the position to 11,682 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #261.

Waverly Advisors first reported a position in EQIX in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Waverly Advisors held 11,682 shares of Equinix worth $12.2M as of Q2 2026.
  • Waverly Advisors bought 483 Equinix shares in Q2 2026, an estimated $517K.
  • Equinix made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #261 holding.
  • Waverly Advisors first reported a position in Equinix in Q2 2024 and has held it in 9 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.