PWM
NTRA icon

Perigon Wealth Management’s Natera NTRA Stock Holding History

Perigon Wealth Management’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 		$514K Sell
2,571
-291
-10% -$62.6K 0.01% 798
2025
Q4 		$656K Sell
2,862
-33
-1% -$6.88K 0.01% 677
2025
Q3 		$466K Buy
+2,895
New +$458K 0.01% 767

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Perigon Wealth Management's NTRA Position: Q1 2026 in Review

Perigon Wealth Management reduced its Natera (NTRA) stake by 10% in Q1 2026, selling an estimated $62.6K and leaving 2,571 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #798.

Perigon Wealth Management first reported a position in NTRA in Q3 2025 and has held it in 3 quarters since. The position peaked at $656K in Q4 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Perigon Wealth Management held 2,571 shares of Natera worth $514K as of Q1 2026.
  • Perigon Wealth Management sold 291 Natera shares in Q1 2026, an estimated $62.6K.
  • Natera made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #798 holding.
  • Perigon Wealth Management first reported a position in Natera in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Natera position peaked at $656K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.