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True Wealth Design’s Nutanix NTNX Stock Holding History

True Wealth Design’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
Q3 		$173K Sell
2,463
-207
-8% -$13K 0.04% 143
2026
Q2 		$136K Sell
2,670
-303
-10% -$13.7K 0.03% 182
2026
Q1 		$113K Buy
2,973
+1,741
+141% +$73.4K 0.03% 181
2025
Q4 		$63.7K Sell
1,232
-970
-44% -$59.3K 0.02% 273
2025
Q3 		$164K Buy
2,202
+589
+37% +$43.2K 0.05% 90
2025
Q2 		$123K Buy
1,613
+217
+16% +$15.6K 0.04% 85
2025
Q1 		$97.5K Buy
1,396
+147
+12% +$10.2K 0.04% 96
2024
Q4 		$76.4K Buy
1,249
+146
+13% +$9.54K 0.03% 95
2024
Q3 		$65.4K Buy
1,103
+1,093
+10,930% +$60K 0.03% 97
2024
Q2 		$569 Buy
10
+9
+900% +$553 ﹤0.01% 633
2024
Q1 		$62 Buy
+1
New +$58 ﹤0.01% 780

Other funds holding NTNX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

True Wealth Design's NTNX Position: Q3 2026 in Review

True Wealth Design reduced its Nutanix (NTNX) stake by 7.8% in Q3 2026, selling an estimated $13K and leaving 2,463 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #143.

True Wealth Design first reported a position in NTNX in Q1 2024 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold NTNX as of Q3 2026.

  • True Wealth Design held 2,463 shares of Nutanix worth $173K as of Q3 2026.
  • True Wealth Design sold 207 Nutanix shares in Q3 2026, an estimated $13K.
  • Nutanix made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #143 holding.
  • True Wealth Design first reported a position in Nutanix in Q1 2024 and has held it in 11 quarters since.
  • 55 funds tracked by Wall St. Rank held Nutanix as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.