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Worth Financial Advisory Group’s Equinix EQIX Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-656
Closed -$503K – 75
2025
Q4 		$503K Buy
656
+18
+3% +$14.1K 0.24% 99
2025
Q3 		$500K Buy
638
+2
+0.3% +$1.56K 0.28% 88
2025
Q2 		$506K Buy
636
+32
+5% +$27.1K 0.31% 80
2025
Q1 		$492K Sell
604
-223
-27% -$200K 0.31% 77
2024
Q4 		$780K Buy
827
+49
+6% +$45.1K 0.48% 54
2024
Q3 		$691K Buy
778
+96
+14% +$78.6K 0.41% 64
2024
Q2 		$516K Buy
+682
New +$518K 0.34% 75

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

Worth Financial Advisory Group's EQIX Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Equinix (EQIX) in Q1 2026, closing a stake of 656 shares — an estimated $503K sold.

Worth Financial Advisory Group first reported a position in EQIX in Q2 2024 and held it in 7 quarters. The position peaked at $780K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Equinix position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 656 Equinix shares in Q1 2026, an estimated $503K.
  • Worth Financial Advisory Group first reported a position in Equinix in Q2 2024 and held it in 7 quarters.
  • Worth Financial Advisory Group's Equinix position peaked at $780K in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.