Apriem Advisors’s Natera NTRA Stock Holding History

Apriem Advisors’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	–	Sell	-1,171	Closed	-$234K	–	194
2026 Q1	$234K	Hold	1,171	–	–	0.02%	169
2025 Q4	$268K	Buy	+1,171	New	+$244K	0.02%	157

Other funds holding NTRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Apriem Advisors's NTRA Position: Q2 2026 in Review

Apriem Advisors sold out of Natera (NTRA) in Q2 2026, closing a stake of 1,171 shares — an estimated $234K sold.

Apriem Advisors first reported a position in NTRA in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 848 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Apriem Advisors reported no remaining Natera position as of Q2 2026 after selling out during the quarter.
Apriem Advisors sold 1,171 Natera shares in Q2 2026, an estimated $234K.
Apriem Advisors first reported a position in Natera in Q4 2025 and held it in 2 quarters.
Apriem Advisors's Natera position peaked at $268K in Q4 2025.
848 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.