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Retirement Wealth Solutions’s Natera NTRA Stock Holding History

Retirement Wealth Solutions’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 		$11.6K Sell
28
-1
-3% -$314 0.01% 248
2026
Q2 		$7.87K Hold
29
– – ﹤0.01% 261
2026
Q1 		$5.8K Buy
29
+1
+4% +$215 ﹤0.01% 294
2025
Q4 		$6.42K Hold
28
– – ﹤0.01% 276
2025
Q3 		$4.51K Buy
+28
New +$4.43K ﹤0.01% 322

Other funds holding NTRA

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Retirement Wealth Solutions's NTRA Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Natera (NTRA) stake by 3.4% in Q3 2026, selling an estimated $314 and leaving 28 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Retirement Wealth Solutions first reported a position in NTRA in Q3 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Retirement Wealth Solutions held 28 shares of Natera worth $11.6K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Natera share in Q3 2026, an estimated $314.
  • Natera made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #248 holding.
  • Retirement Wealth Solutions first reported a position in Natera in Q3 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.