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Poinciana Advisors Group’s Natera NTRA Stock Holding History

Poinciana Advisors Group’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 		$468K Hold
1,724
– – 0.35% 53
2026
Q1 		$345K Hold
1,724
– – 0.27% 65
2025
Q4 		$395K Sell
1,724
-14
-0.8% -$2.92K 0.31% 55
2025
Q3 		$280K Sell
1,738
-174
-9% -$27.5K 0.24% 80
2025
Q2 		$323K Buy
1,912
+149
+8% +$23.2K 0.29% 68
2025
Q1 		$249K Hold
1,763
– – 0.26% 67
2024
Q4 		$279K Buy
+1,763
New +$257K 0.28% 64

Other funds holding NTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Poinciana Advisors Group's NTRA Position: Q2 2026 in Review

Poinciana Advisors Group held its Natera (NTRA) position steady in Q2 2026 at 1,724 shares worth $468K. The position accounts for 0.35% of the portfolio, ranked #53.

Poinciana Advisors Group first reported a position in NTRA in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Poinciana Advisors Group held 1,724 shares of Natera worth $468K as of Q2 2026.
  • Poinciana Advisors Group left its Natera share count unchanged in Q2 2026.
  • Natera made up 0.35% of Poinciana Advisors Group's portfolio in Q2 2026, its #53 holding.
  • Poinciana Advisors Group first reported a position in Natera in Q4 2024 and has held it in 7 quarters since.
  • 398 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.