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Mount Yale Investment Advisors’s Natera NTRA Stock Holding History

Mount Yale Investment 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 		$1.72M Sell
6,334
-195
-3% -$41.6K 0.03% 447
2026
Q1 		$1.31M Buy
+6,529
New +$1.41M 0.03% 462
2025
Q3 		– Sell
-4,929
Closed -$833K – 1282
2025
Q2 		$833K Sell
4,929
-91
-2% -$14.2K 0.07% 244
2025
Q1 		$710K Sell
5,020
-1,616
-24% -$260K 0.06% 256
2024
Q4 		$1.05M Sell
6,636
-893
-12% -$130K 0.08% 188
2024
Q3 		$956K Sell
7,529
-4,944
-40% -$568K 0.09% 204
2024
Q2 		$1.35M Sell
12,473
-4,751
-28% -$483K 0.11% 176
2024
Q1 		$1.58M Sell
17,224
-3,970
-19% -$299K 0.12% 160
2023
Q4 		$1.33M Buy
21,194
+4,402
+26% +$220K 0.13% 167
2023
Q3 		$743K Buy
16,792
+1,776
+12% +$90.6K 0.08% 237
2023
Q2 		$731K Buy
15,016
+19
+0.1% +$969 0.08% 251
2023
Q1 		$833K Buy
14,997
+4,955
+49% +$238K 0.09% 222
2022
Q4 		$403K Sell
10,042
-1,266
-11% -$52.2K 0.05% 304
2022
Q3 		$496K Buy
+11,308
New +$538K 0.07% 270
2021
Q3 		– Sell
-1,942
Closed -$220K – 484
2021
Q2 		$220K Buy
+1,942
New +$199K 0.03% 395

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

Mount Yale Investment Advisors's NTRA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Natera (NTRA) stake by 3% in Q2 2026, selling an estimated $41.6K and leaving 6,334 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #447.

Mount Yale Investment Advisors first reported a position in NTRA in Q2 2021 and has held it in 15 quarters since. 850 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Mount Yale Investment Advisors held 6,334 shares of Natera worth $1.72M as of Q2 2026.
  • Mount Yale Investment Advisors sold 195 Natera shares in Q2 2026, an estimated $41.6K.
  • Natera made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #447 holding.
  • Mount Yale Investment Advisors first reported a position in Natera in Q2 2021 and has held it in 15 quarters since.
  • 850 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.