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EverSource Wealth Advisors’s Natera NTRA Stock Holding History

EverSource 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
Q2 		$535K Sell
1,971
-269
-12% -$57.4K 0.02% 538
2026
Q1 		$448K Sell
2,240
-849
-27% -$183K 0.01% 646
2025
Q4 		$708K Buy
3,089
+1,000
+48% +$209K 0.03% 426
2025
Q3 		$336K Buy
2,089
+148
+8% +$23.4K 0.01% 675
2025
Q2 		$328K Buy
1,941
+1,513
+354% +$236K 0.01% 634
2025
Q1 		$60.5K Buy
428
+97
+29% +$15.6K ﹤0.01% 1147
2024
Q4 		$52.4K Buy
331
+261
+373% +$38K ﹤0.01% 1170
2024
Q3 		$8.89K Buy
70
+6
+9% +$689 ﹤0.01% 1938
2024
Q2 		$6.55K Buy
64
+6
+10% +$609 ﹤0.01% 2094
2024
Q1 		$5.39K Buy
58
+5
+9% +$376 ﹤0.01% 2019
2023
Q4 		$3.32K Buy
53
+27
+104% +$1.35K ﹤0.01% 2016
2023
Q3 		$1.15K Buy
26
+20
+333% +$1.02K ﹤0.01% 2160
2023
Q2 		$292 Buy
+6
New +$306 ﹤0.01% 2397
2022
Q2 		– Sell
-92
Closed -$4K – 1835
2022
Q1 		$4K Hold
92
– – ﹤0.01% 1354
2021
Q4 		$9K Buy
+92
New +$9.55K ﹤0.01% 1008

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's NTRA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Natera (NTRA) stake by 12% in Q2 2026, selling an estimated $57.4K and leaving 1,971 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #538.

EverSource Wealth Advisors first reported a position in NTRA in Q4 2021 and has held it in 15 quarters since. The position peaked at $708K in Q4 2025. 845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • EverSource Wealth Advisors held 1,971 shares of Natera worth $535K as of Q2 2026.
  • EverSource Wealth Advisors sold 269 Natera shares in Q2 2026, an estimated $57.4K.
  • Natera made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #538 holding.
  • EverSource Wealth Advisors first reported a position in Natera in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Natera position peaked at $708K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.