Perigon Wealth Management
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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
Q3 		$813K Sell
1,966
-327
-14% -$103K 0.01% 674
2026
Q2 		$622K Sell
2,293
-278
-11% -$59.3K 0.01% 782
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 $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Perigon Wealth Management's NTRA Position: Q3 2026 in Review

Perigon Wealth Management reduced its Natera (NTRA) stake by 14% in Q3 2026, selling an estimated $103K and leaving 1,966 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #674.

Perigon Wealth Management first reported a position in NTRA in Q3 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Perigon Wealth Management held 1,966 shares of Natera worth $813K as of Q3 2026.
  • Perigon Wealth Management sold 327 Natera shares in Q3 2026, an estimated $103K.
  • Natera made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #674 holding.
  • Perigon Wealth Management first reported a position in Natera in Q3 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.