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Marshall & Sterling Wealth Advisors’s Nutanix NTNX Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-61
Closed -$4.66K – 672
2025
Q2 		$4.66K Buy
+61
New +$4.39K ﹤0.01% 490

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NTNX Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Nutanix (NTNX) in Q3 2025, closing a stake of 61 shares — an estimated $4.66K sold.

Marshall & Sterling Wealth Advisors first reported a position in NTNX in Q2 2025 and held it in 1 quarter. The position peaked at $4.66K in Q2 2025. 620 funds tracked by Wall St. Rank hold NTNX as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Nutanix position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 61 Nutanix shares in Q3 2025, an estimated $4.66K.
  • Marshall & Sterling Wealth Advisors first reported a position in Nutanix in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Nutanix position peaked at $4.66K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Nutanix as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.