Avidian Wealth Enterprises’s Natera NTRA Stock Holding History

Avidian Wealth Enterprises’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 Q3	$462K	Buy	1,119 +171	+18%	+$53.7K	0.01%	496
2026 Q2	$257K	Buy	+948	New	+$202K	0.01%	639
2026 Q1	–	Sell	-886	Closed	-$203K	–	689
2025 Q4	$203K	Buy	+886	New	+$185K	0.01%	559
2023 Q2	–	Sell	-3,946	Closed	-$219K	–	466
2023 Q1	$219K	Buy	+3,946	New	+$189K	0.01%	436
2022 Q1	–	Sell	-3,723	Closed	-$348K	–	553
2021 Q4	$348K	Sell	3,723 -708	-16%	-$73.5K	0.02%	374
2021 Q3	$494K	Buy	4,431 +2,231	+101%	+$256K	0.04%	213
2021 Q2	$250K	Buy	+2,200	New	+$225K	0.02%	334

Other funds holding NTRA

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Avidian Wealth Enterprises's NTRA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Natera (NTRA) stake by 18% in Q3 2026, buying an estimated $53.7K and bringing the position to 1,119 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #496.

Avidian Wealth Enterprises first reported a position in NTRA in Q2 2021 and has held it in 7 quarters since. The position peaked at $494K in Q3 2021. 28 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

Avidian Wealth Enterprises held 1,119 shares of Natera worth $462K as of Q3 2026.
Avidian Wealth Enterprises bought 171 Natera shares in Q3 2026, an estimated $53.7K.
Natera made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #496 holding.
Avidian Wealth Enterprises first reported a position in Natera in Q2 2021 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Natera position peaked at $494K in Q3 2021.
28 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.