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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
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 $1.56T 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's NTRA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Natera (NTRA) in Q1 2026: 6,529 shares worth $1.31M. The stake represents 0.03% of the portfolio and ranks #462 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NTRA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NTRA in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.58M in Q1 2024. 763 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Mount Yale Investment Advisors held 6,529 shares of Natera worth $1.31M as of Q1 2026.
  • Natera was a new Mount Yale Investment Advisors position in Q1 2026.
  • Natera made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #462 holding.
  • Mount Yale Investment Advisors first reported a position in Natera in Q2 2021 and has held it in 14 quarters since.
  • Mount Yale Investment Advisors's Natera position peaked at $1.58M in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.