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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
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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's NTRA Position: Q1 2026 in Review

AE Wealth Management increased its Natera (NTRA) stake by 17% in Q1 2026, buying an estimated $167K and bringing the position to 5,291 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #824.

AE Wealth Management first reported a position in NTRA in Q3 2021 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • AE Wealth Management held 5,291 shares of Natera worth $1.06M as of Q1 2026.
  • AE Wealth Management bought 774 Natera shares in Q1 2026, an estimated $167K.
  • Natera made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #824 holding.
  • AE Wealth Management first reported a position in Natera in Q3 2021 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.