Creative Planning
NTRA icon

Creative Planning’s Natera NTRA Stock Holding History

Creative Planning’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 		$6.76M Sell
33,792
-2,104
-6% -$453K ﹤0.01% 968
2025
Q4 		$8.22M Buy
35,896
+10,303
+40% +$2.15M 0.01% 706
2025
Q3 		$4.12M Buy
25,593
+14,447
+130% +$2.29M ﹤0.01% 993
2025
Q2 		$1.88M Buy
11,146
+2,521
+29% +$393K ﹤0.01% 1370
2025
Q1 		$1.22M Buy
8,625
+991
+13% +$159K ﹤0.01% 1554
2024
Q4 		$1.21M Buy
7,634
+1,801
+31% +$262K ﹤0.01% 1496
2024
Q3 		$740K Buy
5,833
+904
+18% +$104K ﹤0.01% 1768
2024
Q2 		$534K Buy
4,929
+1,087
+28% +$110K ﹤0.01% 1889
2024
Q1 		$351K Buy
3,842
+609
+19% +$45.8K ﹤0.01% 2114
2023
Q4 		$203K Buy
3,233
+3,142
+3,453% +$157K ﹤0.01% 2425
2023
Q3 		$4.03K Buy
+91
New +$4.64K ﹤0.01% 2744
2022
Q2 		– Sell
-91
Closed -$4K – 2453
2022
Q1 		$4K Buy
+91
New +$5.47K ﹤0.01% 2261
2021
Q1 		– Sell
-4,474
Closed -$445K – 2685
2020
Q4 		$445K Sell
4,474
-2,855
-39% -$239K ﹤0.01% 1386
2020
Q3 		$529K Buy
7,329
+2,184
+42% +$124K ﹤0.01% 1110
2020
Q2 		$257K Buy
+5,145
New +$207K ﹤0.01% 1399

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $5.72T 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 $17.5B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's NTRA Position: Q1 2026 in Review

Creative Planning reduced its Natera (NTRA) stake by 5.9% in Q1 2026, selling an estimated $453K and leaving 33,792 shares worth $6.76M. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Creative Planning first reported a position in NTRA in Q2 2020 and has held it in 15 quarters since. The position peaked at $8.22M in Q4 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Creative Planning held 33,792 shares of Natera worth $6.76M as of Q1 2026.
  • Creative Planning sold 2,104 Natera shares in Q1 2026, an estimated $453K.
  • Natera made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #968 holding.
  • Creative Planning first reported a position in Natera in Q2 2020 and has held it in 15 quarters since.
  • Creative Planning's Natera position peaked at $8.22M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.