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Root Financial Partners’s Nutanix NTNX Stock Holding History

Root Financial Partners’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 		– Sell
-3,565
Closed -$136K – 2230
2026
Q1 		$136K Buy
3,565
+3,389
+1,926% +$143K 0.01% 446
2025
Q4 		$9.1K Sell
176
-105
-37% -$6.42K ﹤0.01% 1537
2025
Q3 		$20.9K Buy
+281
New +$20.6K ﹤0.01% 1100

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

Root Financial Partners's NTNX Position: Q2 2026 in Review

Root Financial Partners sold out of Nutanix (NTNX) in Q2 2026, closing a stake of 3,565 shares — an estimated $136K sold.

Root Financial Partners first reported a position in NTNX in Q3 2025 and held it in 3 quarters. The position peaked at $136K in Q1 2026. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Root Financial Partners reported no remaining Nutanix position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,565 Nutanix shares in Q2 2026, an estimated $136K.
  • Root Financial Partners first reported a position in Nutanix in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nutanix position peaked at $136K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.