Carson Wealth (CWM LLC)
NTRA icon

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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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

Carson Wealth (CWM LLC)'s NTRA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Natera (NTRA) stake by 3.8% in Q1 2026, selling an estimated $678K and leaving 79,781 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #402.

Carson Wealth (CWM LLC) first reported a position in NTRA in Q4 2021 and has held it in 18 quarters since. The position peaked at $19M in Q4 2025. 767 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79,781 shares of Natera worth $16M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,152 Natera shares in Q1 2026, an estimated $678K.
  • Natera made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #402 holding.
  • Carson Wealth (CWM LLC) first reported a position in Natera in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Natera position peaked at $19M in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.