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Evolve Private Wealth’s Natera NTRA Stock Holding History

Evolve Private Wealth’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 		$1.34M Sell
4,929
-423
-8% -$90.2K 0.08% 218
2026
Q1 		$1.07M Sell
5,352
-713
-12% -$153K 0.06% 316
2025
Q4 		$1.39M Buy
+6,065
New +$1.27M 0.08% 224

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

Evolve Private Wealth's NTRA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Natera (NTRA) stake by 7.9% in Q2 2026, selling an estimated $90.2K and leaving 4,929 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #218.

Evolve Private Wealth first reported a position in NTRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Evolve Private Wealth held 4,929 shares of Natera worth $1.34M as of Q2 2026.
  • Evolve Private Wealth sold 423 Natera shares in Q2 2026, an estimated $90.2K.
  • Natera made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #218 holding.
  • Evolve Private Wealth first reported a position in Natera in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Natera position peaked at $1.39M in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.