CreativeOne Wealth’s Natera NTRA Stock Holding History

CreativeOne Wealth’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	–	Sell	-874	Closed	-$200K	–	1234
2025 Q4	$200K	Buy	+874	New	+$182K	﹤0.01%	1131

Other funds holding NTRA

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

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

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

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

CreativeOne Wealth's NTRA Position: Q1 2026 in Review

CreativeOne Wealth sold out of Natera (NTRA) in Q1 2026, closing a stake of 874 shares — an estimated $200K sold.

CreativeOne Wealth first reported a position in NTRA in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

CreativeOne Wealth reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 874 Natera shares in Q1 2026, an estimated $200K.
CreativeOne Wealth first reported a position in Natera in Q4 2025 and held it in 1 quarter.
CreativeOne Wealth's Natera position peaked at $200K in Q4 2025.
761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.