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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
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

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

Avidian Wealth Enterprises's NTRA Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Natera (NTRA) in Q2 2026: 948 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in NTRA as recently as Q4 2025.

Avidian Wealth Enterprises first reported a position in NTRA in Q2 2021 and has held it in 6 quarters since. The position peaked at $494K in Q3 2021. 845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Avidian Wealth Enterprises held 948 shares of Natera worth $257K as of Q2 2026.
  • Natera was a new Avidian Wealth Enterprises position in Q2 2026.
  • Natera made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #639 holding.
  • Avidian Wealth Enterprises first reported a position in Natera in Q2 2021 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's Natera position peaked at $494K in Q3 2021.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.