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Heartwood Wealth Advisors’s Nutanix NTNX Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-32
Closed -$2.38K – 472
2025
Q3 		$2.38K Buy
+32
New +$2.35K ﹤0.01% 479

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's NTNX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Nutanix (NTNX) in Q4 2025, closing a stake of 32 shares — an estimated $2.38K sold.

Heartwood Wealth Advisors first reported a position in NTNX in Q3 2025 and held it in 1 quarter. The position peaked at $2.38K in Q3 2025. 559 funds tracked by Wall St. Rank hold NTNX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Nutanix position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 32 Nutanix shares in Q4 2025, an estimated $2.38K.
  • Heartwood Wealth Advisors first reported a position in Nutanix in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Nutanix position peaked at $2.38K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Nutanix as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.