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Integrated Wealth Concepts’s Natera NTRA Stock Holding History

Integrated Wealth Concepts’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 		$1.74M Buy
8,705
+2,918
+50% +$628K 0.01% 819
2025
Q4 		$1.33M Sell
5,787
-904
-14% -$189K 0.02% 665
2025
Q3 		$1.08M Buy
6,691
+1,455
+28% +$230K 0.01% 939
2025
Q2 		$885K Buy
5,236
+3,676
+236% +$573K 0.01% 994
2025
Q1 		$221K Buy
1,560
+96
+7% +$15.4K ﹤0.01% 1573
2024
Q4 		$232K Buy
+1,464
New +$213K ﹤0.01% 1523

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's NTRA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Natera (NTRA) stake by 50% in Q1 2026, buying an estimated $628K and bringing the position to 8,705 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #819.

Integrated Wealth Concepts first reported a position in NTRA in Q4 2024 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Integrated Wealth Concepts held 8,705 shares of Natera worth $1.74M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,918 Natera shares in Q1 2026, an estimated $628K.
  • Natera made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #819 holding.
  • Integrated Wealth Concepts first reported a position in Natera in Q4 2024 and has held it in 6 quarters since.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.