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Venturi Wealth Management’s Nutanix NTNX Stock Holding History

Venturi Wealth Management’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
-3,542
Closed -$263K – 623
2025
Q3 		$263K Sell
3,542
-1,025
-22% -$75.2K 0.01% 470
2025
Q2 		$349K Buy
4,567
+935
+26% +$67.3K 0.02% 390
2025
Q1 		$254K Buy
3,632
+2,041
+128% +$141K 0.01% 482
2024
Q4 		$97.3K Buy
1,591
+785
+97% +$51.3K ﹤0.01% 790
2024
Q3 		$47.8K Sell
806
-560
-41% -$30.8K ﹤0.01% 781
2024
Q2 		$77.7K Buy
1,366
+158
+13% +$9.7K ﹤0.01% 554
2024
Q1 		$74.6K Buy
1,208
+401
+50% +$23.1K ﹤0.01% 450
2023
Q4 		$38.5K Buy
807
+157
+24% +$6.35K ﹤0.01% 539
2023
Q3 		$22.7K Buy
+650
New +$20.4K ﹤0.01% 592

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return