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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
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 $1.81T 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

Perigon Wealth Management's NTRA Position: Q2 2026 in Review

Perigon Wealth Management reduced its Natera (NTRA) stake by 11% in Q2 2026, selling an estimated $59.3K and leaving 2,293 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #782.

Perigon Wealth Management first reported a position in NTRA in Q3 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Perigon Wealth Management held 2,293 shares of Natera worth $622K as of Q2 2026.
  • Perigon Wealth Management sold 278 Natera shares in Q2 2026, an estimated $59.3K.
  • Natera made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Perigon Wealth Management first reported a position in Natera in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Natera position peaked at $656K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.