Carson Wealth (CWM LLC)
NTNX icon

Carson Wealth (CWM LLC)’s Nutanix NTNX Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q4 		– Sell
-300
Closed -$2K – 4160
2022
Q3 		$2K Hold
300
– – ﹤0.01% 3507
2022
Q2 		$1K Buy
+300
New +$6.25K ﹤0.01% 3586

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
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
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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. 534 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.
  • 534 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.