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Legacy Financial Advisors’s Natera NTRA Stock Holding History

Legacy Financial Advisors’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 		$281K Sell
1,037
-181
-15% -$38.6K 0.03% 357
2026
Q1 		$244K Sell
1,218
-224
-16% -$48.2K 0.03% 359
2025
Q4 		$330K Buy
+1,442
New +$301K 0.05% 299
2019
Q2 		– Sell
-78
Closed -$2K – 647
2019
Q1 		$2K Buy
+78
New +$1.22K ﹤0.01% 906

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

Legacy Financial Advisors's NTRA Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Natera (NTRA) stake by 15% in Q2 2026, selling an estimated $38.6K and leaving 1,037 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #357.

Legacy Financial Advisors first reported a position in NTRA in Q1 2019 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 850 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Legacy Financial Advisors held 1,037 shares of Natera worth $281K as of Q2 2026.
  • Legacy Financial Advisors sold 181 Natera shares in Q2 2026, an estimated $38.6K.
  • Natera made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #357 holding.
  • Legacy Financial Advisors first reported a position in Natera in Q1 2019 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Natera position peaked at $330K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.