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Summit Wealth Group (Colorado)’s Nutanix NTNX Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-9,161
Closed -$271K – 494
2025
Q3 		$271K Buy
+9,161
New +$672K 0.03% 384

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NTNX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Nutanix (NTNX) in Q4 2025, closing a stake of 9,161 shares — an estimated $271K sold.

Summit Wealth Group (Colorado) first reported a position in NTNX in Q3 2025 and held it in 1 quarter. The position peaked at $271K in Q3 2025. 561 funds tracked by Wall St. Rank hold NTNX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nutanix position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,161 Nutanix shares in Q4 2025, an estimated $271K.
  • Summit Wealth Group (Colorado) first reported a position in Nutanix in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nutanix position peaked at $271K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Nutanix as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.