Pinnacle Wealth Planning Services’s Natera NTRA Stock Holding History

Pinnacle Wealth Planning Services’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	$74.6K	Sell	275 -78	-22%	-$16.6K	0.01%	1037
2026 Q1	$70.6K	Sell	353 -12	-3%	-$2.58K	0.01%	1004
2025 Q4	$83.6K	Buy	+365	New	+$76.1K	0.01%	878
2021 Q4	–	Sell	-2,083	Closed	-$232K	–	448
2021 Q3	$232K	Buy	+2,083	New	+$239K	0.05%	295
2021 Q1	–	Sell	-874	Closed	-$87K	–	1408
2020 Q4	$87K	Buy	+874	New	+$73K	0.02%	535

Other funds holding NTRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's NTRA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Natera (NTRA) stake by 22% in Q2 2026, selling an estimated $16.6K and leaving 275 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #1037.

Pinnacle Wealth Planning Services first reported a position in NTRA in Q4 2020 and has held it in 5 quarters since. The position peaked at $232K in Q3 2021. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Pinnacle Wealth Planning Services held 275 shares of Natera worth $74.6K as of Q2 2026.
Pinnacle Wealth Planning Services sold 78 Natera shares in Q2 2026, an estimated $16.6K.
Natera made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1037 holding.
Pinnacle Wealth Planning Services first reported a position in Natera in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Natera position peaked at $232K in Q3 2021.
847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.