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 Q2	$102	Buy	+2	New	+$90	﹤0.01%	862
2026 Q1	–	Sell	-2	Closed	-$103	–	597
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	–	788
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Concord Wealth Partners's NTNX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nutanix (NTNX) in Q2 2026: 2 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NTNX as recently as Q4 2025.

Concord Wealth Partners first reported a position in NTNX in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.98K in Q2 2025. 562 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Concord Wealth Partners held 2 shares of Nutanix worth $102 as of Q2 2026.
Nutanix was a new Concord Wealth Partners position in Q2 2026.
Nutanix made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #862 holding.
Concord Wealth Partners first reported a position in Nutanix in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Nutanix position peaked at $3.98K in Q2 2025.
562 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.