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Avantax Advisory Services’s Natera NTRA Stock Holding History

Avantax Advisory Services’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
Q2 		$1.01M Buy
5,971
+812
+16% +$127K 0.01% 1169
2025
Q1 		$730K Sell
5,159
-476
-8% -$76.5K ﹤0.01% 1268
2024
Q4 		$892K Sell
5,635
-2,469
-30% -$360K 0.01% 1094
2024
Q3 		$1.03M Sell
8,104
-296
-4% -$34K 0.01% 1003
2024
Q2 		$910K Buy
+8,400
New +$853K 0.01% 1033

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's NTRA Position: Q2 2025 in Review

Avantax Advisory Services increased its Natera (NTRA) stake by 16% in Q2 2025, buying an estimated $127K and bringing the position to 5,971 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1169.

Avantax Advisory Services first reported a position in NTRA in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2024. 648 funds tracked by Wall St. Rank hold NTRA as of Q2 2025.

  • Avantax Advisory Services held 5,971 shares of Natera worth $1.01M as of Q2 2025.
  • Avantax Advisory Services bought 812 Natera shares in Q2 2025, an estimated $127K.
  • Natera made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1169 holding.
  • Avantax Advisory Services first reported a position in Natera in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Natera position peaked at $1.03M in Q3 2024.
  • 648 funds tracked by Wall St. Rank held Natera as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.