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Concurrent Investment Advisors’s Natera NTRA Stock Holding History

Concurrent Investment 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
Q2 		$27.1K Sell
100
-200
-67% -$42.6K ﹤0.01% 2078
2026
Q1 		$60K Hold
300
– – ﹤0.01% 1863
2025
Q4 		$68.7K Buy
300
+100
+50% +$20.9K ﹤0.01% 1730
2025
Q3 		$32.2K Buy
+200
New +$31.6K ﹤0.01% 1460

Other funds holding NTRA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's NTRA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Natera (NTRA) stake by 10% in Q2 2026, selling an estimated $186K and leaving 7,639 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #710.

Concurrent Investment Advisors first reported a position in NTRA in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Concurrent Investment Advisors held 7,639 shares of Natera worth $2.07M as of Q2 2026.
  • Concurrent Investment Advisors sold 870 Natera shares in Q2 2026, an estimated $186K.
  • Natera made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #710 holding.
  • Concurrent Investment Advisors first reported a position in Natera in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.