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AE Wealth Management’s Natera NTRA Stock Holding History

AE 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
2026
Q2 		$1.52M Buy
5,597
+306
+6% +$65.2K 0.01% 760
2026
Q1 		$1.06M Buy
5,291
+774
+17% +$167K 0.01% 824
2025
Q4 		$1.03M Buy
+4,517
New +$942K 0.01% 792
2021
Q4 		– Sell
-1,823
Closed -$203K – 1756
2021
Q3 		$203K Buy
+1,823
New +$209K ﹤0.01% 1524

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

AE Wealth Management's NTRA Position: Q2 2026 in Review

AE Wealth Management increased its Natera (NTRA) stake by 5.8% in Q2 2026, buying an estimated $65.2K and bringing the position to 5,597 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #760.

AE Wealth Management first reported a position in NTRA in Q3 2021 and has held it in 4 quarters since. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • AE Wealth Management held 5,597 shares of Natera worth $1.52M as of Q2 2026.
  • AE Wealth Management bought 306 Natera shares in Q2 2026, an estimated $65.2K.
  • Natera made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #760 holding.
  • AE Wealth Management first reported a position in Natera in Q3 2021 and has held it in 4 quarters since.
  • 847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.