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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's NTRA Position: Q2 2026 in Review

Root Financial Partners sold out of Natera (NTRA) in Q2 2026, closing a stake of 110 shares — an estimated $22K sold.

Root Financial Partners first reported a position in NTRA in Q3 2025 and held it in 3 quarters. The position peaked at $22K in Q1 2026. 236 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Root Financial Partners reported no remaining Natera position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 110 Natera shares in Q2 2026, an estimated $22K.
  • Root Financial Partners first reported a position in Natera in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Natera position peaked at $22K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.