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Integrated Wealth Concepts’s Nutanix NTNX Stock Holding History

Integrated Wealth Concepts’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 		$1.46M Buy
28,698
+1,579
+6% +$71.3K 0.01% 996
2026
Q1 		$1.03M Buy
27,119
+22,205
+452% +$936K 0.01% 1094
2025
Q4 		$254K Sell
4,914
-4,314
-47% -$264K ﹤0.01% 1392
2025
Q3 		$686K Sell
9,228
-171
-2% -$12.6K 0.01% 1178
2025
Q2 		$718K Buy
+9,399
New +$677K 0.01% 1084

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
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
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

Integrated Wealth Concepts's NTNX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nutanix (NTNX) stake by 5.8% in Q2 2026, buying an estimated $71.3K and bringing the position to 28,698 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #996.

Integrated Wealth Concepts first reported a position in NTNX in Q2 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Integrated Wealth Concepts held 28,698 shares of Nutanix worth $1.46M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,579 Nutanix shares in Q2 2026, an estimated $71.3K.
  • Nutanix made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #996 holding.
  • Integrated Wealth Concepts first reported a position in Nutanix in Q2 2025 and has held it in 5 quarters since.
  • 564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.