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Whalen Wealth Management’s Nutanix NTNX Stock Holding History

Whalen 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
2026
Q3 		$314K Buy
+4,461
New +$280K 0.13% 156
2024
Q3 		– Sell
-6,688
Closed -$380K – 132
2024
Q2 		$380K Buy
6,688
+2,853
+74% +$175K 0.3% 69
2024
Q1 		$237K Buy
+3,835
New +$221K 0.18% 92

Other funds holding NTNX

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Whalen Wealth Management's NTNX Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Nutanix (NTNX) in Q3 2026: 4,461 shares worth $314K. The stake represents 0.13% of the portfolio and ranks #156 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in NTNX as recently as Q2 2024.

Whalen Wealth Management first reported a position in NTNX in Q1 2024 and has held it in 3 quarters since. The position peaked at $380K in Q2 2024. 31 funds tracked by Wall St. Rank hold NTNX as of Q3 2026.

  • Whalen Wealth Management held 4,461 shares of Nutanix worth $314K as of Q3 2026.
  • Nutanix was a new Whalen Wealth Management position in Q3 2026.
  • Nutanix made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Whalen Wealth Management first reported a position in Nutanix in Q1 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's Nutanix position peaked at $380K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Nutanix as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.