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Action Point Financial Planning’s Natera NTRA Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$12.5K Buy
+48
New +$10.2K ﹤0.01% 1358

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's NTRA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Natera (NTRA) in Q2 2026: 48 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

844 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Action Point Financial Planning held 48 shares of Natera worth $12.5K as of Q2 2026.
  • Natera was a new Action Point Financial Planning position in Q2 2026.
  • Natera made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1358 holding.
  • 844 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.