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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AE Wealth Management's NTNX Position: Q1 2026 in Review

AE Wealth Management opened a new position in Nutanix (NTNX) in Q1 2026: 5,766 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in NTNX as recently as Q4 2023.

AE Wealth Management first reported a position in NTNX in Q1 2021 and has held it in 9 quarters since. The position peaked at $780K in Q3 2021. 533 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

AE Wealth Management held 5,766 shares of Nutanix worth $219K as of Q1 2026.
Nutanix was a new AE Wealth Management position in Q1 2026.
Nutanix made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1558 holding.
AE Wealth Management first reported a position in Nutanix in Q1 2021 and has held it in 9 quarters since.
AE Wealth Management's Nutanix position peaked at $780K in Q3 2021.
533 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.