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Institute for Wealth Management’s Natera NTRA Stock Holding History

Institute for Wealth 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
Q2 		$5.11K Buy
+19
New +$4.05K ﹤0.01% 1450
2025
Q3 		– Sell
-1,864
Closed -$315K – 594
2025
Q2 		$315K Hold
1,864
– – 0.04% 423
2025
Q1 		$264K Buy
+1,864
New +$300K 0.03% 445

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's NTRA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Natera (NTRA) in Q2 2026: 19 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NTRA as recently as Q2 2025.

Institute for Wealth Management first reported a position in NTRA in Q1 2025 and has held it in 3 quarters since. The position peaked at $315K in Q2 2025. 850 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Institute for Wealth Management held 19 shares of Natera worth $5.11K as of Q2 2026.
  • Natera was a new Institute for Wealth Management position in Q2 2026.
  • Natera made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1450 holding.
  • Institute for Wealth Management first reported a position in Natera in Q1 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Natera position peaked at $315K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.