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Octavia Wealth Advisors’s Natera NTRA Stock Holding History

Octavia Wealth 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 		$1.22M Sell
4,488
-61
-1% -$13K 0.11% 62
2026
Q1 		$910K Buy
4,549
+1
+0% +$215 0.09% 82
2025
Q4 		$1.04M Buy
+4,548
New +$949K 0.1% 78

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 $3.37T AUM 44.26% 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

Octavia Wealth Advisors's NTRA Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Natera (NTRA) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 4,488 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #62.

Octavia Wealth Advisors first reported a position in NTRA in Q4 2025 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Octavia Wealth Advisors held 4,488 shares of Natera worth $1.22M as of Q2 2026.
  • Octavia Wealth Advisors sold 61 Natera shares in Q2 2026, an estimated $13K.
  • Natera made up 0.11% of Octavia Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Octavia Wealth Advisors first reported a position in Natera in Q4 2025 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.