Axxcess Wealth Management’s Natera NTRA Stock Holding History

Axxcess 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 Q2	$229K	Buy	+844	New	+$180K	﹤0.01%	959
2026 Q1	–	Sell	-4,153	Closed	-$951K	–	785
2025 Q4	$951K	Buy	4,153 +134	+3%	+$28K	0.02%	524
2025 Q3	$647K	Sell	4,019 -632	-14%	-$100K	0.01%	558
2025 Q2	$786K	Buy	4,651 +1,529	+49%	+$238K	0.02%	487
2025 Q1	$441K	Buy	3,122 +1,697	+119%	+$273K	0.01%	592
2024 Q4	$226K	Sell	1,425 -601	-30%	-$87.5K	0.01%	776
2024 Q3	$257K	Sell	2,026 -52	-3%	-$5.97K	0.01%	743
2024 Q2	$225K	Buy	+2,078	New	+$211K	0.01%	752

Other funds holding NTRA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Axxcess Wealth Management's NTRA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Natera (NTRA) in Q2 2026: 844 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NTRA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in NTRA in Q2 2024 and has held it in 8 quarters since. The position peaked at $951K in Q4 2025. 358 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Axxcess Wealth Management held 844 shares of Natera worth $229K as of Q2 2026.
Natera was a new Axxcess Wealth Management position in Q2 2026.
Natera made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #959 holding.
Axxcess Wealth Management first reported a position in Natera in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Natera position peaked at $951K in Q4 2025.
358 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.