AE Wealth Management’s Nutanix NTNX Stock Holding History

AE Wealth Management’s Portfolio NTNX Stock Details NTNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$508K	Buy	9,976 +4,210	+73%	+$190K	﹤0.01%	1210
2026 Q1	$219K	Buy	+5,766	New	+$243K	﹤0.01%	1558
2024 Q1	–	Sell	-10,777	Closed	-$593K	–	1708
2023 Q4	$593K	Sell	10,777 -4,095	-28%	-$166K	﹤0.01%	1349
2023 Q3	$519K	Sell	14,872 -8,330	-36%	-$261K	﹤0.01%	1359
2023 Q2	$651K	Sell	23,202 -1,218	-5%	-$32.3K	﹤0.01%	1259
2023 Q1	$635K	Sell	24,420 -198	-0.8%	-$5.36K	﹤0.01%	1236
2022 Q4	$641K	Buy	+24,618	New	+$672K	﹤0.01%	1177
2021 Q4	–	Sell	-20,684	Closed	-$780K	–	1755
2021 Q3	$780K	Buy	20,684 +2,108	+11%	+$79.7K	0.01%	956
2021 Q2	$710K	Sell	18,576 -6,053	-25%	-$189K	0.01%	978
2021 Q1	$654K	Buy	+24,629	New	+$749K	0.01%	910

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

AE Wealth Management's NTNX Position: Q2 2026 in Review

AE Wealth Management increased its Nutanix (NTNX) stake by 73% in Q2 2026, buying an estimated $190K and bringing the position to 9,976 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

AE Wealth Management first reported a position in NTNX in Q1 2021 and has held it in 10 quarters since. The position peaked at $780K in Q3 2021. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

AE Wealth Management held 9,976 shares of Nutanix worth $508K as of Q2 2026.
AE Wealth Management bought 4,210 Nutanix shares in Q2 2026, an estimated $190K.
Nutanix made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1210 holding.
AE Wealth Management first reported a position in Nutanix in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Nutanix position peaked at $780K in Q3 2021.
564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.