Everhart Financial Group’s Nutanix NTNX Stock Holding History

Everhart Financial 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	$202K	Buy	+3,967	New	+$179K	0.01%	457

Other funds holding NTNX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Everhart Financial Group's NTNX Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Nutanix (NTNX) in Q2 2026: 3,967 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

69 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Everhart Financial Group held 3,967 shares of Nutanix worth $202K as of Q2 2026.
Nutanix was a new Everhart Financial Group position in Q2 2026.
Nutanix made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #457 holding.
69 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.