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LVW Advisors’s Natera NTRA Stock Holding History

LVW 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 		– Sell
-1,181
Closed -$236K – 486
2026
Q1 		$236K Sell
1,181
-302
-20% -$65K 0.02% 379
2025
Q4 		$340K Buy
1,483
+229
+18% +$47.8K 0.03% 257
2025
Q3 		$202K Sell
1,254
-79
-6% -$12.5K 0.02% 340
2025
Q2 		$225K Sell
1,333
-320
-19% -$49.9K 0.02% 302
2025
Q1 		$234K Sell
1,653
-461
-22% -$74.1K 0.03% 277
2024
Q4 		$335K Sell
2,114
-229
-10% -$33.4K 0.04% 230
2024
Q3 		$297K Buy
2,343
+62
+3% +$7.12K 0.04% 244
2024
Q2 		$247K Hold
2,281
– – 0.04% 257
2024
Q1 		$209K Buy
+2,281
New +$172K 0.04% 273

Other funds holding NTRA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's NTRA Position: Q2 2026 in Review

LVW Advisors sold out of Natera (NTRA) in Q2 2026, closing a stake of 1,181 shares — an estimated $236K sold.

LVW Advisors first reported a position in NTRA in Q1 2024 and held it in 9 quarters. The position peaked at $340K in Q4 2025. 263 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • LVW Advisors reported no remaining Natera position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 1,181 Natera shares in Q2 2026, an estimated $236K.
  • LVW Advisors first reported a position in Natera in Q1 2024 and held it in 9 quarters.
  • LVW Advisors's Natera position peaked at $340K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.