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Mount Yale Investment Advisors’s Nutanix NTNX Stock Holding History

Mount Yale Investment 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
2026
Q1 		$540K Buy
+14,207
New +$599K 0.01% 694
2025
Q3 		– Sell
-127
Closed -$9.71K – 1280
2025
Q2 		$9.71K Buy
+127
New +$9.14K ﹤0.01% 1139
2018
Q4 		– Sell
-59
Closed -$3K – 616
2018
Q3 		$3K Sell
59
-513
-90% -$27.1K ﹤0.01% 893
2018
Q2 		$29K Sell
572
-556
-49% -$30.6K 0.01% 726
2018
Q1 		$55K Buy
+1,128
New +$44.7K 0.01% 597

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mount Yale Investment Advisors's NTNX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Nutanix (NTNX) in Q1 2026: 14,207 shares worth $540K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NTNX as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NTNX in Q1 2018 and has held it in 5 quarters since. 535 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • Mount Yale Investment Advisors held 14,207 shares of Nutanix worth $540K as of Q1 2026.
  • Nutanix was a new Mount Yale Investment Advisors position in Q1 2026.
  • Nutanix made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #694 holding.
  • Mount Yale Investment Advisors first reported a position in Nutanix in Q1 2018 and has held it in 5 quarters since.
  • 535 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.