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EP Wealth Advisors’s Natera NTRA Stock Holding History

EP Wealth Advisors’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 		$837K Buy
4,184
+1,847
+79% +$397K ﹤0.01% 703
2025
Q4 		$535K Buy
+2,337
New +$487K ﹤0.01% 851
2025
Q2 		$221K Buy
+1,306
New +$204K ﹤0.01% 1197
2025
Q1 		– Sell
-1,526
Closed -$242K – 1346
2024
Q4 		$242K Buy
+1,526
New +$222K ﹤0.01% 968

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

EP Wealth Advisors's NTRA Position: Q1 2026 in Review

EP Wealth Advisors increased its Natera (NTRA) stake by 79% in Q1 2026, buying an estimated $397K and bringing the position to 4,184 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

EP Wealth Advisors first reported a position in NTRA in Q4 2024 and has held it in 4 quarters since. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • EP Wealth Advisors held 4,184 shares of Natera worth $837K as of Q1 2026.
  • EP Wealth Advisors bought 1,847 Natera shares in Q1 2026, an estimated $397K.
  • Natera made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #703 holding.
  • EP Wealth Advisors first reported a position in Natera in Q4 2024 and has held it in 4 quarters since.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

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