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Forum Financial Management’s Natera NTRA Stock Holding History

Forum Financial Management’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 		– Sell
-1,361
Closed -$312K – 761
2025
Q4 		$312K Sell
1,361
-708
-34% -$148K ﹤0.01% 731
2025
Q3 		$333K Hold
2,069
– – ﹤0.01% 677
2025
Q2 		$350K Buy
2,069
+2
+0.1% +$312 0.01% 577
2025
Q1 		$292K Buy
2,067
+2
+0.1% +$321 ﹤0.01% 608
2024
Q4 		$327K Buy
+2,065
New +$301K 0.01% 565

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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

Forum Financial Management's NTRA Position: Q1 2026 in Review

Forum Financial Management sold out of Natera (NTRA) in Q1 2026, closing a stake of 1,361 shares — an estimated $312K sold.

Forum Financial Management first reported a position in NTRA in Q4 2024 and held it in 5 quarters. The position peaked at $350K in Q2 2025. 765 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Forum Financial Management reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,361 Natera shares in Q1 2026, an estimated $312K.
  • Forum Financial Management first reported a position in Natera in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Natera position peaked at $350K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.