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Concord Wealth Partners’s Nutanix NTNX Stock Holding History

Concord Wealth Partners’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 		– Sell
-2
Closed -$103 – 598
2025
Q4 		$103 Sell
2
-50
-96% -$3.06K ﹤0.01% 821
2025
Q3 		$3.87K Hold
52
– – ﹤0.01% 657
2025
Q2 		$3.98K Buy
52
+2
+4% +$144 ﹤0.01% 663
2025
Q1 		$3.49K Hold
50
– – ﹤0.01% 631
2024
Q4 		$3.06K Hold
50
– – ﹤0.01% 664
2024
Q3 		$2.96K Hold
50
– – ﹤0.01% 702
2024
Q2 		$2.84K Hold
50
– – ﹤0.01% 633
2024
Q1 		$3.09K Hold
50
– – ﹤0.01% 711
2023
Q4 		$2.38K Hold
50
– – ﹤0.01% 696
2023
Q3 		$1.74K Hold
50
– – ﹤0.01% 887
2023
Q2 		$1.4K Hold
50
– – ﹤0.01% 910
2023
Q1 		$1.3K Hold
50
– – ﹤0.01% 865
2022
Q4 		$1.3K Buy
+50
New +$1.36K ﹤0.01% 1018
2022
Q3 		– Sell
-50
Closed -$1K – 789
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1163
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1225
2021
Q4 		$2K Buy
+50
New +$1.72K ﹤0.01% 1146

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