Creative Planning
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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
Q2 		$11.1M Buy
40,849
+7,057
+21% +$1.5M 0.01% 818
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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Creative Planning's NTRA Position: Q2 2026 in Review

Creative Planning increased its Natera (NTRA) stake by 21% in Q2 2026, buying an estimated $1.5M and bringing the position to 40,849 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #818.

Creative Planning first reported a position in NTRA in Q2 2020 and has held it in 16 quarters since. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Creative Planning held 40,849 shares of Natera worth $11.1M as of Q2 2026.
  • Creative Planning bought 7,057 Natera shares in Q2 2026, an estimated $1.5M.
  • Natera made up 0.01% of Creative Planning's portfolio in Q2 2026, its #818 holding.
  • Creative Planning first reported a position in Natera in Q2 2020 and has held it in 16 quarters since.
  • 847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.