Crestwood Advisors Group’s Nutanix NTNX Stock Holding History

Crestwood Advisors Group’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	$2.45M	Sell	48,125 -1,211	-2%	-$54.7K	0.04%	221
2026 Q1	$1.88M	Buy	49,336 +2,180	+5%	+$91.9K	0.03%	234
2025 Q4	$2.44M	Buy	47,156 +3,657	+8%	+$223K	0.04%	199
2025 Q3	$3.24M	Buy	43,499 +161	+0.4%	+$11.8K	0.06%	169
2025 Q2	$3.31M	Sell	43,338 -6,999	-14%	-$504K	0.06%	165
2025 Q1	$3.51M	Sell	50,337 -26	-0.1%	-$1.8K	0.07%	150
2024 Q4	$3.08M	Buy	50,363 +60	+0.1%	+$3.92K	0.06%	155
2024 Q3	$2.98M	Buy	50,303 +21	+0%	+$1.15K	0.06%	154
2024 Q2	$2.86M	Hold	50,282	–	–	0.06%	149
2024 Q1	$3.1M	Buy	50,282 +40,282	+403%	+$2.32M	0.07%	142
2023 Q4	$477K	Hold	10,000	–	–	0.01%	264
2023 Q3	$349K	Hold	10,000	–	–	0.01%	283
2023 Q2	$281K	Hold	10,000	–	–	0.01%	218
2023 Q1	$260K	Hold	10,000	–	–	0.01%	233
2022 Q4	$261K	Hold	10,000	–	–	0.01%	233
2022 Q3	$208K	Hold	10,000	–	–	0.01%	248
2022 Q2	$146K	Hold	10,000	–	–	﹤0.01%	252
2022 Q1	$268K	Hold	10,000	–	–	0.01%	248
2021 Q4	$319K	Hold	10,000	–	–	0.01%	247
2021 Q3	$377K	Hold	10,000	–	–	0.01%	213
2021 Q2	$382K	Hold	10,000	–	–	0.01%	209
2021 Q1	$266K	Hold	10,000	–	–	0.01%	228
2020 Q4	$319K	Hold	10,000	–	–	0.01%	209
2020 Q3	$222K	Hold	10,000	–	–	0.01%	221
2020 Q2	$237K	Hold	10,000	–	–	0.01%	208
2020 Q1	$158K	Buy	+10,000	New	+$281K	0.01%	211

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

Crestwood Advisors Group's NTNX Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Nutanix (NTNX) stake by 2.5% in Q2 2026, selling an estimated $54.7K and leaving 48,125 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #221.

Crestwood Advisors Group first reported a position in NTNX in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.51M in Q1 2025. 559 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Crestwood Advisors Group held 48,125 shares of Nutanix worth $2.45M as of Q2 2026.
Crestwood Advisors Group sold 1,211 Nutanix shares in Q2 2026, an estimated $54.7K.
Nutanix made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #221 holding.
Crestwood Advisors Group first reported a position in Nutanix in Q1 2020 and has held it in 26 quarters since.
Crestwood Advisors Group's Nutanix position peaked at $3.51M in Q1 2025.
559 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.