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 Q3	$113K	Sell	274 -1	-0.4%	-$314	0.01%	790
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 $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's NTRA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Natera (NTRA) stake by 0.36% in Q3 2026, selling an estimated $314 and leaving 274 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #790.

Pinnacle Wealth Planning Services first reported a position in NTRA in Q4 2020 and has held it in 6 quarters since. The position peaked at $232K in Q3 2021. 758 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

Pinnacle Wealth Planning Services held 274 shares of Natera worth $113K as of Q3 2026.
Pinnacle Wealth Planning Services sold 1 Natera share in Q3 2026, an estimated $314.
Natera made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #790 holding.
Pinnacle Wealth Planning Services first reported a position in Natera in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Natera position peaked at $232K in Q3 2021.
758 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.