Pacific Capital Wealth Advisors’s Nutanix NTNX Stock Holding History

Pacific Capital 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
2026 Q2	$2.22M	Sell	43,657 -4,250	-9%	-$192K	0.34%	25
2026 Q1	$1.82M	Buy	+47,907	New	+$2.02M	0.31%	28
2025 Q1	–	Sell	-8	Closed	-$489	–	275
2024 Q4	$489	Hold	8	–	–	﹤0.01%	369
2024 Q3	$474	Hold	8	–	–	﹤0.01%	457
2024 Q2	$455	Hold	8	–	–	﹤0.01%	473
2024 Q1	$494	Hold	8	–	–	﹤0.01%	492
2023 Q4	$382	Buy	+8	New	+$324	﹤0.01%	318
2020 Q4	–	Sell	-8	Closed	–	–	149
2020 Q3	$0	Buy	+8	New	+$183	﹤0.01%	212

Other funds holding NTNX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Pacific Capital Wealth Advisors's NTNX Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Nutanix (NTNX) stake by 8.9% in Q2 2026, selling an estimated $192K and leaving 43,657 shares worth $2.22M. The position accounts for 0.34% of the portfolio, ranked #25.

Pacific Capital Wealth Advisors first reported a position in NTNX in Q3 2020 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Pacific Capital Wealth Advisors held 43,657 shares of Nutanix worth $2.22M as of Q2 2026.
Pacific Capital Wealth Advisors sold 4,250 Nutanix shares in Q2 2026, an estimated $192K.
Nutanix made up 0.34% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Pacific Capital Wealth Advisors first reported a position in Nutanix in Q3 2020 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.