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Pinnacle Wealth Planning Services’s Nutanix NTNX Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.3K Sell
104
-62
-37% -$2.8K ﹤0.01% 2276
2026
Q1 		$6.31K Buy
166
+61
+58% +$2.57K ﹤0.01% 2188
2025
Q4 		$5.43K Buy
+105
New +$6.42K ﹤0.01% 2257
2021
Q1 		– Sell
-2,898
Closed -$92K – 1406
2020
Q4 		$92K Buy
+2,898
New +$78.6K 0.02% 506

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

Pinnacle Wealth Planning Services's NTNX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nutanix (NTNX) stake by 37% in Q2 2026, selling an estimated $2.8K and leaving 104 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Pinnacle Wealth Planning Services first reported a position in NTNX in Q4 2020 and has held it in 4 quarters since. The position peaked at $92K in Q4 2020. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 104 shares of Nutanix worth $5.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 62 Nutanix shares in Q2 2026, an estimated $2.8K.
  • Nutanix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2276 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nutanix in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Nutanix position peaked at $92K in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.