Congress Wealth Management
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Congress Wealth Management’s Nutanix NTNX Stock Holding History

Congress 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 		$273K Buy
+3,573
New +$257K ﹤0.01% 1089
2024
Q3 		– Sell
-4,072
Closed -$232K – 862
2024
Q2 		$232K Sell
4,072
-4,365
-52% -$268K ﹤0.01% 668
2024
Q1 		$521K Buy
+8,437
New +$486K 0.01% 446

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Generation Investment Management
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bain Capital Investors
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Nutanix (NTNX) in Q2 2025: 3,573 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in NTNX as recently as Q2 2024.

Congress Wealth Management first reported a position in NTNX in Q1 2024 and has held it in 3 quarters since. The position peaked at $521K in Q1 2024. 616 funds tracked by Wall St. Rank hold NTNX as of Q2 2025.

  • Congress Wealth Management held 3,573 shares of Nutanix worth $273K as of Q2 2025.
  • Nutanix was a new Congress Wealth Management position in Q2 2025.
  • Nutanix made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1089 holding.
  • Congress Wealth Management first reported a position in Nutanix in Q1 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Nutanix position peaked at $521K in Q1 2024.
  • 616 funds tracked by Wall St. Rank held Nutanix as of Q2 2025.

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