Flatrock Wealth Partners
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Flatrock Wealth Partners’s Natera NTRA Stock Holding History

Flatrock Wealth Partners’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
Q3 		$320K Sell
774
-15
-2% -$4.71K 0.11% 126
2026
Q2 		$214K Buy
+789
New +$168K 0.08% 161
2026
Q1 		– Sell
-909
Closed -$208K – 182
2025
Q4 		$208K Buy
+909
New +$190K 0.1% 153

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Flatrock Wealth Partners's NTRA Position: Q3 2026 in Review

Flatrock Wealth Partners reduced its Natera (NTRA) stake by 1.9% in Q3 2026, selling an estimated $4.71K and leaving 774 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #126.

Flatrock Wealth Partners first reported a position in NTRA in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Flatrock Wealth Partners held 774 shares of Natera worth $320K as of Q3 2026.
  • Flatrock Wealth Partners sold 15 Natera shares in Q3 2026, an estimated $4.71K.
  • Natera made up 0.11% of Flatrock Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Flatrock Wealth Partners first reported a position in Natera in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Flatrock Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.