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Excelsior Advisor Network’s Natera NTRA Stock Holding History

Excelsior Advisor Network’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 		$228K Buy
+840
New +$179K 0.03% 409

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

Excelsior Advisor Network's NTRA Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Natera (NTRA) in Q2 2026: 840 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings.

845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Excelsior Advisor Network held 840 shares of Natera worth $228K as of Q2 2026.
  • Natera was a new Excelsior Advisor Network position in Q2 2026.
  • Natera made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #409 holding.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.