Root Financial Partners
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Root Financial Partners’s Natera NTRA Stock Holding History

Root Financial Partners’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 		$157K Buy
+380
New +$119K 0.01% 539
2026
Q2 		– Sell
-110
Closed -$22K – 2232
2026
Q1 		$22K Buy
110
+20
+22% +$4.3K ﹤0.01% 1267
2025
Q4 		$20.6K Buy
90
+11
+14% +$2.29K ﹤0.01% 1176
2025
Q3 		$12.7K Buy
+79
New +$12.5K ﹤0.01% 1342

Other funds holding NTRA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Root Financial Partners's NTRA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Natera (NTRA) in Q3 2026: 380 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NTRA as recently as Q1 2026.

Root Financial Partners first reported a position in NTRA in Q3 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Root Financial Partners held 380 shares of Natera worth $157K as of Q3 2026.
  • Natera was a new Root Financial Partners position in Q3 2026.
  • Natera made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #539 holding.
  • Root Financial Partners first reported a position in Natera in Q3 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.