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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverly Advisors's EQIX Position: Q1 2026 in Review

Waverly Advisors increased its Equinix (EQIX) stake by 0.15% in Q1 2026, buying an estimated $15.1K and bringing the position to 11,199 shares worth $11M. The position accounts for 0.08% of the portfolio, ranked #236.

Waverly Advisors first reported a position in EQIX in Q2 2024 and has held it in 8 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Waverly Advisors held 11,199 shares of Equinix worth $11M as of Q1 2026.
  • Waverly Advisors bought 17 Equinix shares in Q1 2026, an estimated $15.1K.
  • Equinix made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #236 holding.
  • Waverly Advisors first reported a position in Equinix in Q2 2024 and has held it in 8 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

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