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GoalVest Advisory’s Natera NTRA Stock Holding History

GoalVest Advisory’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 		$1.63K Buy
+6
New +$1.28K ﹤0.01% 463

Other funds holding NTRA

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GoalVest Advisory's NTRA Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Natera (NTRA) in Q2 2026: 6 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

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

  • GoalVest Advisory held 6 shares of Natera worth $1.63K as of Q2 2026.
  • Natera was a new GoalVest Advisory position in Q2 2026.
  • Natera made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #463 holding.
  • 87 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.