Carson Wealth (CWM LLC)’s Nutanix NTNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Buy |
277,741
+205,341
| +284% | +$8.65M | 0.03% | 532 |
|
|
2025
Q4 | $3.74M | Sell |
72,400
-93,854
| -56% | -$5.73M | 0.01% | 897 |
|
|
2025
Q3 | $12.4M | Buy |
166,254
+78,317
| +89% | +$5.75M | 0.04% | 401 |
|
|
2025
Q2 | $6.72M | Buy |
87,937
+17,888
| +26% | +$1.29M | 0.02% | 508 |
|
|
2025
Q1 | $4.89M | Buy |
70,049
+25,045
| +56% | +$1.73M | 0.02% | 536 |
|
|
2024
Q4 | $2.75M | Buy |
45,004
+16,046
| +55% | +$1.05M | 0.01% | 666 |
|
|
2024
Q3 | $1.72M | Buy |
28,958
+17,294
| +148% | +$950K | 0.01% | 768 |
|
|
2024
Q2 | $663K | Buy |
11,664
+3,323
| +40% | +$204K | ﹤0.01% | 1086 |
|
|
2024
Q1 | $515K | Buy |
8,341
+2,371
| +40% | +$137K | ﹤0.01% | 1128 |
|
|
2023
Q4 | $285K | Buy |
5,970
+1,443
| +32% | +$58.4K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $158K | Buy |
4,527
+328
| +8% | +$10.3K | ﹤0.01% | 1404 |
|
|
2023
Q2 | $118K | Sell |
4,199
-135
| -3% | -$3.58K | ﹤0.01% | 1487 |
|
|
2023
Q1 | $113K | Sell |
4,334
-117
| -3% | -$3.17K | ﹤0.01% | 1433 |
|
|
2022
Q4 | $116K | Sell |
4,451
-1,605
| -27% | -$43.8K | ﹤0.01% | 1313 |
|
|
2022
Q3 | $126K | Buy |
6,056
+841
| +16% | +$15.3K | ﹤0.01% | 1243 |
|
|
2022
Q2 | $76K | Buy |
5,215
+4,350
| +503% | +$90.6K | ﹤0.01% | 1431 |
|
|
2022
Q1 | $23K | Sell |
865
-141
| -14% | -$3.78K | ﹤0.01% | 1997 |
|
|
2021
Q4 | $32K | Buy |
+1,006
| New | +$34.5K | ﹤0.01% | 1760 |
|
|
2021
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q1 | $37K | Hold |
957
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q4 | $37K | Hold |
957
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $37K | Hold |
957
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q1 | $37K | Hold |
957
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q4 | $37K | Hold |
957
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q3 | $37K | Hold |
957
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q1 | $37K | Buy |
957
+742
| +345% | +$33.9K | ﹤0.01% | 1531 |
|
|
2018
Q4 | $9K | Hold |
215
| – | – | ﹤0.01% | 1374 |
|
|
2018
Q3 | $9K | Hold |
215
| – | – | ﹤0.01% | 1194 |
|
|
2018
Q2 | $11K | Hold |
215
| – | – | ﹤0.01% | 981 |
|
|
2018
Q1 | $11K | Hold |
215
| – | – | ﹤0.01% | 835 |
|
|
2017
Q4 | $8K | Hold |
215
| – | – | ﹤0.01% | 943 |
|
|
2017
Q3 | $5K | Buy |
+215
| New | +$4.7K | ﹤0.01% | 1087 |
|
Other funds holding NTNX
VPM
VCM
GIM
BCI
Carson Wealth (CWM LLC)'s NTNX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Nutanix (NTNX) stake by 284% in Q1 2026, buying an estimated $8.65M and bringing the position to 277,741 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #532.
Carson Wealth (CWM LLC) first reported a position in NTNX in Q3 2017 and has held it in 34 quarters since. The position peaked at $12.4M in Q3 2025. 536 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.
- Carson Wealth (CWM LLC) held 277,741 shares of Nutanix worth $10.6M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 205,341 Nutanix shares in Q1 2026, an estimated $8.65M.
- Nutanix made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #532 holding.
- Carson Wealth (CWM LLC) first reported a position in Nutanix in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Nutanix position peaked at $12.4M in Q3 2025.
- 536 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.