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Accredited Wealth Management’s Natera NTRA Stock Holding History

Accredited Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16.1K Sell
5
-95
-95% -$15K 0.01% 219
2025
Q2 		$16.9K Hold
100
– – 0.01% 208
2025
Q1 		$14.1K Buy
+100
New +$16.1K 0.01% 207

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accredited Wealth Management's NTRA Position: Q3 2025 in Review

Accredited Wealth Management reduced its Natera (NTRA) stake by 95% in Q3 2025, selling an estimated $15K and leaving 5 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #219.

Accredited Wealth Management first reported a position in NTRA in Q1 2025 and has held it in 3 quarters since. The position peaked at $16.9K in Q2 2025. 686 funds tracked by Wall St. Rank hold NTRA as of Q3 2025.

  • Accredited Wealth Management held 5 shares of Natera worth $16.1K as of Q3 2025.
  • Accredited Wealth Management sold 95 Natera shares in Q3 2025, an estimated $15K.
  • Natera made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #219 holding.
  • Accredited Wealth Management first reported a position in Natera in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Natera position peaked at $16.9K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Natera as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.