Dynasty Wealth Management’s Natera NTRA Stock Holding History

Dynasty Wealth Management’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	-914	Closed	-$209K	–	369
2025 Q4	$209K	Buy	+914	New	+$191K	﹤0.01%	326

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

Dynasty Wealth Management's NTRA Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Natera (NTRA) in Q1 2026, closing a stake of 914 shares — an estimated $209K sold.

Dynasty Wealth Management first reported a position in NTRA in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

Dynasty Wealth Management reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 914 Natera shares in Q1 2026, an estimated $209K.
Dynasty Wealth Management first reported a position in Natera in Q4 2025 and held it in 1 quarter.
Dynasty Wealth Management's Natera position peaked at $209K in Q4 2025.
761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.