IFWM
NTRA icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institute for Wealth Management's NTRA Position: Q3 2025 in Review

Institute for Wealth Management sold out of Natera (NTRA) in Q3 2025, closing a stake of 1,864 shares — an estimated $315K sold.

Institute for Wealth Management first reported a position in NTRA in Q1 2025 and held it in 2 quarters. The position peaked at $315K in Q2 2025. 686 funds tracked by Wall St. Rank hold NTRA as of Q3 2025.

  • Institute for Wealth Management reported no remaining Natera position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,864 Natera shares in Q3 2025, an estimated $315K.
  • Institute for Wealth Management first reported a position in Natera in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's Natera position peaked at $315K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Natera as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.