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 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 $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's NTRA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Natera (NTRA) stake by 3.3% in Q1 2026, selling an estimated $2.58K and leaving 353 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #1004.

Pinnacle Wealth Planning Services first reported a position in NTRA in Q4 2020 and has held it in 4 quarters since. The position peaked at $232K in Q3 2021. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

Pinnacle Wealth Planning Services held 353 shares of Natera worth $70.6K as of Q1 2026.
Pinnacle Wealth Planning Services sold 12 Natera shares in Q1 2026, an estimated $2.58K.
Natera made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1004 holding.
Pinnacle Wealth Planning Services first reported a position in Natera in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Natera position peaked at $232K in Q3 2021.
761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.