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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 $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

Venturi Wealth Management's NTNX Position: Q4 2025 in Review

Venturi Wealth Management sold out of Nutanix (NTNX) in Q4 2025, closing a stake of 3,542 shares — an estimated $263K sold.

Venturi Wealth Management first reported a position in NTNX in Q3 2023 and held it in 9 quarters. The position peaked at $349K in Q2 2025. 561 funds tracked by Wall St. Rank hold NTNX as of Q4 2025.

  • Venturi Wealth Management reported no remaining Nutanix position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,542 Nutanix shares in Q4 2025, an estimated $263K.
  • Venturi Wealth Management first reported a position in Nutanix in Q3 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Nutanix position peaked at $349K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Nutanix as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.