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Compass Wealth Management’s Nutanix NTNX Stock Holding History

Compass 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
2025
Q2 		– Sell
-140
Closed -$9.77K – 319
2025
Q1 		$9.77K Buy
+140
New +$9.69K ﹤0.01% 352

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Wealth Management's NTNX Position: Q2 2025 in Review

Compass Wealth Management sold out of Nutanix (NTNX) in Q2 2025, closing a stake of 140 shares — an estimated $9.77K sold.

Compass Wealth Management first reported a position in NTNX in Q1 2025 and held it in 1 quarter. The position peaked at $9.77K in Q1 2025. 614 funds tracked by Wall St. Rank hold NTNX as of Q2 2025.

  • Compass Wealth Management reported no remaining Nutanix position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 140 Nutanix shares in Q2 2025, an estimated $9.77K.
  • Compass Wealth Management first reported a position in Nutanix in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Nutanix position peaked at $9.77K in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Nutanix as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.