Whittier Trust’s Equinix EQIX Stock Holding History

Whittier Trust’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	$768K	Sell	756 -250	-25%	-$222K	0.01%	383
2025 Q4	$793K	Sell	1,006 -45	-4%	-$35.3K	0.01%	380
2025 Q3	$818K	Buy	1,051 +11	+1%	+$8.6K	0.01%	373
2025 Q2	$827K	Buy	1,040 +13	+1%	+$11K	0.01%	414
2025 Q1	$837K	Buy	1,027 +70	+7%	+$62.9K	0.01%	407
2024 Q4	$902K	Sell	957 -2	-0.2%	-$1.84K	0.01%	398
2024 Q3	$851K	Sell	959 -8	-0.8%	-$6.55K	0.01%	417
2024 Q2	$732K	Sell	967 -177	-15%	-$134K	0.01%	423
2024 Q1	$944K	Buy	1,144 +26	+2%	+$21.9K	0.01%	370
2023 Q4	$900K	Sell	1,118 -2,348	-68%	-$1.8M	0.01%	376
2023 Q3	$2.52M	Buy	3,466 +47	+1%	+$36.4K	0.04%	248
2023 Q2	$2.68M	Hold	3,419	–	–	0.05%	250
2023 Q1	$2.47M	Buy	3,419 +436	+15%	+$307K	0.04%	253
2022 Q4	$1.95M	Hold	2,983	–	–	0.04%	274
2022 Q3	$1.7M	Sell	2,983 -10	-0.3%	-$6.53K	0.04%	277
2022 Q2	$1.97M	Sell	2,993 -20	-0.7%	-$13.9K	0.04%	268
2022 Q1	$2.23M	Buy	3,013 +50	+2%	+$36K	0.04%	270
2021 Q4	$2.51M	Buy	2,963 +93	+3%	+$74.6K	0.04%	259
2021 Q3	$2.27M	Hold	2,870	–	–	0.04%	262
2021 Q2	$2.3M	Hold	2,870	–	–	0.04%	259
2021 Q1	$1.95M	Hold	2,870	–	–	0.04%	273
2020 Q4	$2.05M	Buy	2,870 +119	+4%	+$88.6K	0.04%	248
2020 Q3	$2.09M	Hold	2,751	–	–	0.05%	236
2020 Q2	$1.93M	Hold	2,751	–	–	0.05%	228
2020 Q1	$1.72M	Sell	2,751 -26	-0.9%	-$15.6K	0.06%	229
2019 Q4	$1.62M	Buy	2,777 +25	+0.9%	+$14K	0.04%	255
2019 Q3	$1.59M	Hold	2,752	–	–	0.05%	254
2019 Q2	$1.39M	Buy	2,752 +168	+7%	+$80.6K	0.04%	264
2019 Q1	$1.17M	Hold	2,584	–	–	0.04%	277
2018 Q4	$911K	Buy	2,584 +2,345	+981%	+$914K	0.03%	293
2018 Q3	$103K	Hold	239	–	–	﹤0.01%	635
2018 Q2	$103K	Sell	239 -1	-0.4%	-$404	﹤0.01%	618
2018 Q1	$100K	Buy	240 +1	+0.4%	+$421	﹤0.01%	638
2017 Q4	$108K	Buy	239 +157	+191%	+$72.6K	﹤0.01%	608
2017 Q3	$37K	Hold	82	–	–	﹤0.01%	802
2017 Q2	$35K	Hold	82	–	–	﹤0.01%	780
2017 Q1	$33K	Hold	82	–	–	﹤0.01%	797
2016 Q4	$29K	Sell	82 -13	-14%	-$4.54K	﹤0.01%	807
2016 Q3	$34K	Hold	95	–	–	﹤0.01%	763
2016 Q2	$37K	Hold	95	–	–	﹤0.01%	767
2016 Q1	$31K	Hold	95	–	–	﹤0.01%	799
2015 Q4	$29K	Buy	95 +1	+1%	+$292	﹤0.01%	807
2015 Q3	$26K	Hold	94	–	–	﹤0.01%	821
2015 Q2	$24K	Hold	94	–	–	﹤0.01%	867
2015 Q1	$22K	Hold	94	–	–	﹤0.01%	856
2014 Q4	$21K	Buy	94 +1	+1%	+$216	﹤0.01%	782
2014 Q3	$20K	Hold	93	–	–	﹤0.01%	778
2014 Q2	$20K	Hold	93	–	–	﹤0.01%	782
2014 Q1	$17K	Buy	93 +13	+16%	+$2.4K	﹤0.01%	812
2013 Q4	$14K	Hold	80	–	–	﹤0.01%	852
2013 Q3	$15K	Hold	80	–	–	﹤0.01%	836
2013 Q2	$15K	Buy	+80	New	+$16.6K	﹤0.01%	823

Other funds holding EQIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whittier Trust's EQIX Position: Q1 2026 in Review

Whittier Trust reduced its Equinix (EQIX) stake by 25% in Q1 2026, selling an estimated $222K and leaving 756 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #383.

Whittier Trust first reported a position in EQIX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.68M in Q2 2023. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

Whittier Trust held 756 shares of Equinix worth $768K as of Q1 2026.
Whittier Trust sold 250 Equinix shares in Q1 2026, an estimated $222K.
Equinix made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #383 holding.
Whittier Trust first reported a position in Equinix in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Equinix position peaked at $2.68M in Q2 2023.
1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.