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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
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 $1.56T 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

Legacy Financial Advisors's NTRA Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Natera (NTRA) stake by 16% in Q1 2026, selling an estimated $48.2K and leaving 1,218 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #359.

Legacy Financial Advisors first reported a position in NTRA in Q1 2019 and has held it in 3 quarters since. The position peaked at $330K in Q4 2025. 762 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Legacy Financial Advisors held 1,218 shares of Natera worth $244K as of Q1 2026.
  • Legacy Financial Advisors sold 224 Natera shares in Q1 2026, an estimated $48.2K.
  • Natera made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #359 holding.
  • Legacy Financial Advisors first reported a position in Natera in Q1 2019 and has held it in 3 quarters since.
  • Legacy Financial Advisors's Natera position peaked at $330K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.