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Essex Financial Services’s Natera NTRA Stock Holding History

Essex Financial Services’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 		$454K Sell
1,673
-70
-4% -$14.9K 0.02% 507
2026
Q1 		$349K Buy
1,743
+12
+0.7% +$2.58K 0.02% 563
2025
Q4 		$397K Buy
1,731
+427
+33% +$89.1K 0.02% 512
2025
Q3 		$210K Buy
+1,304
New +$206K 0.01% 702

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Essex Financial Services's NTRA Position: Q2 2026 in Review

Essex Financial Services reduced its Natera (NTRA) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 1,673 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #507.

Essex Financial Services first reported a position in NTRA in Q3 2025 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Essex Financial Services held 1,673 shares of Natera worth $454K as of Q2 2026.
  • Essex Financial Services sold 70 Natera shares in Q2 2026, an estimated $14.9K.
  • Natera made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #507 holding.
  • Essex Financial Services first reported a position in Natera in Q3 2025 and has held it in 4 quarters since.
  • 541 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.