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Welch & Forbes’s Equinix EQIX Stock Holding History

Welch & Forbes’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 		$26.7M Sell
25,590
-204
-0.8% -$218K 0.32% 69
2026
Q1 		$25.3M Buy
25,794
+615
+2% +$547K 0.33% 68
2025
Q4 		$19.3M Buy
25,179
+765
+3% +$600K 0.23% 81
2025
Q3 		$19.1M Buy
24,414
+3,944
+19% +$3.08M 0.23% 81
2025
Q2 		$16.3M Buy
20,470
+1,335
+7% +$1.13M 0.2% 83
2025
Q1 		$15.6M Buy
19,135
+1,135
+6% +$1.02M 0.2% 81
2024
Q4 		$17M Buy
18,000
+256
+1% +$236K 0.22% 82
2024
Q3 		$15.8M Buy
17,744
+889
+5% +$728K 0.2% 84
2024
Q2 		$12.9M Buy
16,855
+9,168
+119% +$6.96M 0.17% 90
2024
Q1 		$6.34M Buy
7,687
+567
+8% +$477K 0.09% 117
2023
Q4 		$5.73M Buy
7,120
+448
+7% +$344K 0.09% 123
2023
Q3 		$4.85M Buy
6,672
+530
+9% +$410K 0.08% 127
2023
Q2 		$4.81M Buy
6,142
+661
+12% +$484K 0.08% 131
2023
Q1 		$3.95M Buy
5,481
+315
+6% +$222K 0.07% 134
2022
Q4 		$3.38M Buy
5,166
+405
+9% +$250K 0.06% 141
2022
Q3 		$2.71M Buy
4,761
+115
+2% +$75.1K 0.05% 152
2022
Q2 		$3.05M Sell
4,646
-6
-0.1% -$4.16K 0.06% 150
2022
Q1 		$3.45M Sell
4,652
-58
-1% -$41.7K 0.05% 149
2021
Q4 		$3.98M Sell
4,710
-8
-0.2% -$6.41K 0.06% 149
2021
Q3 		$3.73M Buy
4,718
+212
+5% +$176K 0.06% 146
2021
Q2 		$3.62M Buy
4,506
+1,475
+49% +$1.1M 0.06% 145
2021
Q1 		$2.06M Buy
3,031
+1,775
+141% +$1.22M 0.04% 166
2020
Q4 		$898K Sell
1,256
-90
-7% -$67K 0.02% 222
2020
Q3 		$1.02M Buy
1,346
+56
+4% +$42.4K 0.02% 199
2020
Q2 		$906K Buy
1,290
+949
+278% +$642K 0.02% 199
2020
Q1 		$213K Buy
+341
New +$204K 0.01% 308

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 $3.37T AUM 44.26% 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

Welch & Forbes's EQIX Position: Q2 2026 in Review

Welch & Forbes reduced its Equinix (EQIX) stake by 0.79% in Q2 2026, selling an estimated $218K and leaving 25,590 shares worth $26.7M. The position accounts for 0.32% of the portfolio, ranked #69.

Welch & Forbes first reported a position in EQIX in Q1 2020 and has held it in 26 quarters since. 1,360 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Welch & Forbes held 25,590 shares of Equinix worth $26.7M as of Q2 2026.
  • Welch & Forbes sold 204 Equinix shares in Q2 2026, an estimated $218K.
  • Equinix made up 0.32% of Welch & Forbes's portfolio in Q2 2026, its #69 holding.
  • Welch & Forbes first reported a position in Equinix in Q1 2020 and has held it in 26 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.