NWAM LLC
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NWAM LLC’s Natera NTRA Stock Holding History

NWAM LLC’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
Q3 		$1.1M Sell
2,666
-800
-23% -$251K 0.05% 318
2026
Q2 		$941K Sell
3,466
-3,215
-48% -$686K 0.05% 337
2026
Q1 		$1.34M Sell
6,681
-2,997
-31% -$645K 0.08% 239
2025
Q4 		$2.34M Buy
9,678
+2
+0% +$417 0.13% 159
2025
Q3 		$1.82M Buy
9,676
+1
+0% +$158 0.1% 194
2025
Q2 		$1.29M Buy
9,675
+6
+0.1% +$935 0.08% 234
2025
Q1 		$1.37M Buy
9,669
+4
+0% +$643 0.12% 168
2024
Q4 		$1.53M Buy
9,665
+1
+0% +$146 0.09% 201
2024
Q3 		$1.23M Buy
9,664
+4
+0% +$459 0.07% 239
2024
Q2 		$1.05M Hold
9,660
– – 0.31% 54
2024
Q1 		$938K Sell
9,660
-2,190
-18% -$165K 0.08% 236
2023
Q4 		$742K Hold
11,850
– – 0.06% 276
2023
Q3 		$524K Hold
11,850
– – 0.05% 283
2023
Q2 		$577K Hold
11,850
– – 0.05% 309
2023
Q1 		$658K Hold
11,850
– – 0.07% 231
2022
Q4 		$476K Hold
11,850
– – 0.04% 323
2022
Q3 		$519K Hold
11,850
– – 0.05% 290
2022
Q2 		$460K Hold
11,850
– – 0.04% 320
2022
Q1 		$482K Buy
11,850
+4,000
+51% +$240K 0.04% 337
2021
Q4 		$733K Sell
7,850
-100
-1% -$10.4K 0.06% 262
2021
Q3 		$886K Hold
7,950
– – 0.08% 232
2021
Q2 		$903K Hold
7,950
– – 0.08% 223
2021
Q1 		$807K Sell
7,950
-3,250
-29% -$356K 0.08% 234
2020
Q4 		$1.12M Sell
11,200
-3,900
-26% -$326K 0.13% 161
2020
Q3 		$1.09M Hold
15,100
– – 0.18% 124
2020
Q2 		$753K Buy
+15,100
New +$606K 0.11% 184

Other funds holding NTRA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

NWAM LLC's NTRA Position: Q3 2026 in Review

NWAM LLC reduced its Natera (NTRA) stake by 23% in Q3 2026, selling an estimated $251K and leaving 2,666 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #318.

NWAM LLC first reported a position in NTRA in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.34M in Q4 2025. 538 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • NWAM LLC held 2,666 shares of Natera worth $1.1M as of Q3 2026.
  • NWAM LLC sold 800 Natera shares in Q3 2026, an estimated $251K.
  • Natera made up 0.05% of NWAM LLC's portfolio in Q3 2026, its #318 holding.
  • NWAM LLC first reported a position in Natera in Q2 2020 and has held it in 26 quarters since.
  • NWAM LLC's Natera position peaked at $2.34M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.