CFC Planning Company’s Natera NTRA Stock Holding History

CFC Planning Company’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
2025 Q3	–	Sell	-3,676	Closed	-$621K	–	111
2025 Q2	$621K	Buy	+3,676	New	+$573K	0.59%	39

Other funds holding NTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CFC Planning Company's NTRA Position: Q3 2025 in Review

CFC Planning Company sold out of Natera (NTRA) in Q3 2025, closing a stake of 3,676 shares — an estimated $621K sold.

CFC Planning Company first reported a position in NTRA in Q2 2025 and held it in 1 quarter. The position peaked at $621K in Q2 2025. 686 funds tracked by Wall St. Rank hold NTRA as of Q3 2025.

CFC Planning Company reported no remaining Natera position as of Q3 2025 after selling out during the quarter.
CFC Planning Company sold 3,676 Natera shares in Q3 2025, an estimated $621K.
CFC Planning Company first reported a position in Natera in Q2 2025 and held it in 1 quarter.
CFC Planning Company's Natera position peaked at $621K in Q2 2025.
686 funds tracked by Wall St. Rank held Natera as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.