Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Natera NTRA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$16M Sell
79,781
-3,152
-4% -$678K 0.04% 402
2025
Q4 		$19M Buy
82,933
+12,008
+17% +$2.5M 0.05% 331
2025
Q3 		$11.4M Buy
70,925
+29,740
+72% +$4.7M 0.03% 430
2025
Q2 		$6.96M Buy
41,185
+15,407
+60% +$2.4M 0.02% 499
2025
Q1 		$3.65M Buy
25,778
+3,077
+14% +$495K 0.01% 618
2024
Q4 		$3.59M Buy
22,701
+7,260
+47% +$1.06M 0.01% 557
2024
Q3 		$1.96M Buy
15,441
+8,406
+119% +$965K 0.01% 708
2024
Q2 		$762K Buy
7,035
+4,660
+196% +$473K ﹤0.01% 1038
2024
Q1 		$217K Buy
2,375
+508
+27% +$38.2K ﹤0.01% 1477
2023
Q4 		$117K Buy
1,867
+550
+42% +$27.5K ﹤0.01% 1659
2023
Q3 		$58K Buy
1,317
+911
+224% +$46.5K ﹤0.01% 1974
2023
Q2 		$20K Buy
406
+51
+14% +$2.6K ﹤0.01% 2640
2023
Q1 		$20K Buy
355
+64
+22% +$3.07K ﹤0.01% 2517
2022
Q4 		$12K Buy
291
+72
+33% +$2.97K ﹤0.01% 2706
2022
Q3 		$10K Buy
219
+48
+28% +$2.29K ﹤0.01% 2689
2022
Q2 		$6K Sell
171
-525
-75% -$19.4K ﹤0.01% 2902
2022
Q1 		$28K Buy
696
+635
+1,041% +$38.2K ﹤0.01% 1875
2021
Q4 		$6K Buy
+61
New +$6.33K ﹤0.01% 2649

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return