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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
Q2 		$2.3M Sell
8,473
-232
-3% -$49.5K 0.02% 780
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 $1.81T 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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's NTRA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Natera (NTRA) stake by 2.7% in Q2 2026, selling an estimated $49.5K and leaving 8,473 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #780.

Integrated Wealth Concepts first reported a position in NTRA in Q4 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Integrated Wealth Concepts held 8,473 shares of Natera worth $2.3M as of Q2 2026.
  • Integrated Wealth Concepts sold 232 Natera shares in Q2 2026, an estimated $49.5K.
  • Natera made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #780 holding.
  • Integrated Wealth Concepts first reported a position in Natera in Q4 2024 and has held it in 7 quarters since.
  • 849 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.