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Summit Financial’s Natera NTRA Stock Holding History

Summit Financial’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
Q1 		$404K Sell
2,022
-2
-0.1% -$430 0.01% 1066
2025
Q4 		$464K Sell
2,024
-3,508
-63% -$732K 0.01% 912
2025
Q3 		$890K Buy
+5,532
New +$875K 0.01% 690

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's NTRA Position: Q1 2026 in Review

Summit Financial reduced its Natera (NTRA) stake by 0.1% in Q1 2026, selling an estimated $430 and leaving 2,022 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1066.

Summit Financial first reported a position in NTRA in Q3 2025 and has held it in 3 quarters since. The position peaked at $890K in Q3 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Summit Financial held 2,022 shares of Natera worth $404K as of Q1 2026.
  • Summit Financial sold 2 Natera shares in Q1 2026, an estimated $430.
  • Natera made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1066 holding.
  • Summit Financial first reported a position in Natera in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Natera position peaked at $890K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.