Clearstead Advisors’s Natera NTRA Stock Holding History

Clearstead Advisors’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 Q3	$48.8K	Sell	118 -42	-26%	-$13.2K	﹤0.01%	1457
2026 Q2	$43.4K	Sell	160 -1,645	-91%	-$351K	﹤0.01%	1545
2026 Q1	$361K	Sell	1,805 -250	-12%	-$53.8K	﹤0.01%	804
2025 Q4	$471K	Buy	2,055 +934	+83%	+$195K	0.01%	667
2025 Q3	$180K	Buy	1,121 +384	+52%	+$60.8K	﹤0.01%	902
2025 Q2	$125K	Buy	737 +243	+49%	+$37.9K	﹤0.01%	1001
2025 Q1	$69.9K	Buy	494 +237	+92%	+$38.1K	﹤0.01%	1082
2024 Q4	$40.7K	Hold	257	–	–	﹤0.01%	1216
2024 Q3	$32.6K	Buy	257 +61	+31%	+$7K	﹤0.01%	1297
2024 Q2	$21.2K	Buy	+196	New	+$19.9K	﹤0.01%	1364

Other funds holding NTRA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Clearstead Advisors's NTRA Position: Q3 2026 in Review

Clearstead Advisors reduced its Natera (NTRA) stake by 26% in Q3 2026, selling an estimated $13.2K and leaving 118 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Clearstead Advisors first reported a position in NTRA in Q2 2024 and has held it in 10 quarters since. The position peaked at $471K in Q4 2025. 538 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

Clearstead Advisors held 118 shares of Natera worth $48.8K as of Q3 2026.
Clearstead Advisors sold 42 Natera shares in Q3 2026, an estimated $13.2K.
Natera made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1457 holding.
Clearstead Advisors first reported a position in Natera in Q2 2024 and has held it in 10 quarters since.
Clearstead Advisors's Natera position peaked at $471K in Q4 2025.
538 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.