Intentional Wealth Strategies’s Natera NTRA Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-115	Closed	-$23K	–	620
2026 Q1	$23K	Buy	+115	New	+$24.7K	0.02%	252

Other funds holding NTRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's NTRA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Natera (NTRA) in Q2 2026, closing a stake of 115 shares — an estimated $23K sold.

Intentional Wealth Strategies first reported a position in NTRA in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 844 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Intentional Wealth Strategies reported no remaining Natera position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 115 Natera shares in Q2 2026, an estimated $23K.
Intentional Wealth Strategies first reported a position in Natera in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Natera position peaked at $23K in Q1 2026.
844 funds tracked by Wall St. Rank held Natera as of Q2 2026.

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