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Clearstead Advisors’s Nutanix NTNX Stock Holding History

Clearstead Advisors’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 		$220K Buy
5,801
+4,639
+399% +$196K ﹤0.01% 972
2025
Q4 		$60.1K Sell
1,162
-1,476
-56% -$90.2K ﹤0.01% 1320
2025
Q3 		$196K Buy
2,638
+1,108
+72% +$81.3K ﹤0.01% 888
2025
Q2 		$117K Buy
1,530
+727
+91% +$52.3K ﹤0.01% 1019
2025
Q1 		$56.1K Buy
803
+786
+4,624% +$54.4K ﹤0.01% 1147
2024
Q4 		$1.04K Hold
17
– – ﹤0.01% 1915
2024
Q3 		$1.01K Buy
+17
New +$934 ﹤0.01% 1918
2022
Q4 		– Sell
-60
Closed -$1K – 1358
2022
Q3 		$1K Hold
60
– – ﹤0.01% 1176
2022
Q2 		$1K Hold
60
– – ﹤0.01% 1205
2022
Q1 		$2K Buy
60
+15
+33% +$402 ﹤0.01% 1218
2021
Q4 		$1K Hold
45
– – ﹤0.01% 1199
2021
Q3 		$2K Hold
45
– – ﹤0.01% 1139
2021
Q2 		$2K Buy
+45
New +$1.4K ﹤0.01% 1063
2020
Q4 		– Sell
-1,588
Closed -$35K – 1006
2020
Q3 		$35K Buy
+1,588
New +$36.3K ﹤0.01% 516

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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