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SageView Advisory Group’s Natera NTRA Stock Holding History

SageView Advisory 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 		$256K Buy
+943
New +$201K 0.01% 538
2026
Q1 		– Sell
-996
Closed -$228K – 1812
2025
Q4 		$228K Buy
+996
New +$208K 0.01% 552

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's NTRA Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Natera (NTRA) in Q2 2026: 943 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in NTRA as recently as Q4 2025.

SageView Advisory Group first reported a position in NTRA in Q4 2025 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • SageView Advisory Group held 943 shares of Natera worth $256K as of Q2 2026.
  • Natera was a new SageView Advisory Group position in Q2 2026.
  • Natera made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #538 holding.
  • SageView Advisory Group first reported a position in Natera in Q4 2025 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.