Strategic Wealth Partners’s Natera NTRA Stock Holding History

Strategic Wealth 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	$13.6K	Sell	50 -5	-9%	-$1.07K	﹤0.01%	851
2026 Q1	$11K	Buy	55 +5	+10%	+$1.08K	﹤0.01%	869
2025 Q4	$11.5K	Hold	50	–	–	﹤0.01%	851
2025 Q3	$8.05K	Hold	50	–	–	﹤0.01%	936
2025 Q2	$8.45K	Buy	+50	New	+$7.79K	﹤0.01%	813
2022 Q1	–	Sell	-10,488	Closed	-$979K	–	282
2021 Q4	$979K	Buy	10,488 +4,821	+85%	+$500K	0.19%	142
2021 Q3	$632K	Buy	5,667 +1,545	+37%	+$177K	0.19%	149
2021 Q2	$468K	Buy	4,122 +379	+10%	+$38.8K	0.15%	160
2021 Q1	$380K	Buy	+3,743	New	+$410K	0.15%	142

Other funds holding NTRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Wealth Partners's NTRA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Natera (NTRA) stake by 9.1% in Q2 2026, selling an estimated $1.07K and leaving 50 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Strategic Wealth Partners first reported a position in NTRA in Q1 2021 and has held it in 9 quarters since. The position peaked at $979K in Q4 2021. 844 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Strategic Wealth Partners held 50 shares of Natera worth $13.6K as of Q2 2026.
Strategic Wealth Partners sold 5 Natera shares in Q2 2026, an estimated $1.07K.
Natera made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #851 holding.
Strategic Wealth Partners first reported a position in Natera in Q1 2021 and has held it in 9 quarters since.
Strategic Wealth Partners's Natera position peaked at $979K in Q4 2021.
844 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.