Envestnet Portfolio Solutions’s Natera NTRA Stock Holding History

Envestnet Portfolio Solutions’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	$898K	Sell	4,492 -2,425	-35%	-$522K	0.01%	668
2025 Q4	$1.58M	Buy	6,917 +330	+5%	+$68.8K	0.01%	610
2025 Q3	$1.06M	Sell	6,587 -253	-4%	-$40K	﹤0.01%	715
2025 Q2	$1.16M	Sell	6,840 -998	-13%	-$156K	﹤0.01%	736
2025 Q1	$1.11M	Sell	7,838 -2,578	-25%	-$414K	﹤0.01%	758
2024 Q4	$1.65M	Sell	10,416 -2,696	-21%	-$393K	0.01%	733
2024 Q3	$1.66M	Sell	13,112 -510	-4%	-$58.6K	0.01%	725
2024 Q2	$1.48M	Buy	13,622 +4,575	+51%	+$465K	0.01%	731
2024 Q1	$827K	Buy	9,047 +1,457	+19%	+$110K	﹤0.01%	912
2023 Q4	$475K	Buy	7,590 +1,071	+16%	+$53.5K	﹤0.01%	1078
2023 Q3	$288K	Buy	+6,519	New	+$332K	﹤0.01%	1246

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

Envestnet Portfolio Solutions's NTRA Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Natera (NTRA) stake by 35% in Q1 2026, selling an estimated $522K and leaving 4,492 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #668.

Envestnet Portfolio Solutions first reported a position in NTRA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2024. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

Envestnet Portfolio Solutions held 4,492 shares of Natera worth $898K as of Q1 2026.
Envestnet Portfolio Solutions sold 2,425 Natera shares in Q1 2026, an estimated $522K.
Natera made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #668 holding.
Envestnet Portfolio Solutions first reported a position in Natera in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Natera position peaked at $1.66M in Q3 2024.
761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.