Integrated Wealth Concepts’s Nutanix NTNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Integrated Wealth Concepts's NTNX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Nutanix (NTNX) stake by 452% in Q1 2026, buying an estimated $936K and bringing the position to 27,119 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1094.

Integrated Wealth Concepts first reported a position in NTNX in Q2 2025 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • Integrated Wealth Concepts held 27,119 shares of Nutanix worth $1.03M as of Q1 2026.
  • Integrated Wealth Concepts bought 22,205 Nutanix shares in Q1 2026, an estimated $936K.
  • Nutanix made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1094 holding.
  • Integrated Wealth Concepts first reported a position in Nutanix in Q2 2025 and has held it in 4 quarters since.
  • 533 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.