Lodestone Wealth Management’s Natera NTRA Stock Holding History

Lodestone Wealth Management’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	–	Sell	-2	Closed	-$458	–	806
2025 Q4	$458	Buy	+2	New	+$417	﹤0.01%	766

Other funds holding NTRA

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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

Lodestone Wealth Management's NTRA Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Natera (NTRA) in Q1 2026, closing a stake of 2 shares — an estimated $458 sold.

Lodestone Wealth Management first reported a position in NTRA in Q4 2025 and held it in 1 quarter. The position peaked at $458 in Q4 2025. 765 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

Lodestone Wealth Management reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 2 Natera shares in Q1 2026, an estimated $458.
Lodestone Wealth Management first reported a position in Natera in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Natera position peaked at $458 in Q4 2025.
765 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.