SFWC
NTNX icon

Strategic Family Wealth Counselors’s Nutanix NTNX Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-6,994
Closed -$302K – 204
2025
Q4 		$302K Buy
+6,994
New +$427K 0.07% 173

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Strategic Family Wealth Counselors's NTNX Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Nutanix (NTNX) in Q1 2026, closing a stake of 6,994 shares — an estimated $302K sold.

Strategic Family Wealth Counselors first reported a position in NTNX in Q4 2025 and held it in 1 quarter. The position peaked at $302K in Q4 2025. 538 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Nutanix position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,994 Nutanix shares in Q1 2026, an estimated $302K.
  • Strategic Family Wealth Counselors first reported a position in Nutanix in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Nutanix position peaked at $302K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.