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Exencial Wealth Advisors’s Natera NTRA Stock Holding History

Exencial 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 		$201K Sell
1,005
-76
-7% -$16.4K 0.01% 554
2025
Q4 		$248K Buy
+1,081
New +$225K 0.01% 500

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

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

Exencial Wealth Advisors reduced its Natera (NTRA) stake by 7% in Q1 2026, selling an estimated $16.4K and leaving 1,005 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #554.

Exencial Wealth Advisors first reported a position in NTRA in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Exencial Wealth Advisors held 1,005 shares of Natera worth $201K as of Q1 2026.
  • Exencial Wealth Advisors sold 76 Natera shares in Q1 2026, an estimated $16.4K.
  • Natera made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #554 holding.
  • Exencial Wealth Advisors first reported a position in Natera in Q4 2025 and has held it in 2 quarters since.
  • Exencial Wealth Advisors's Natera position peaked at $248K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.