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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
Q2 		$3.1M Buy
11,435
+9,413
+466% +$2.01M 0.03% 488
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 $1.81T 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

Summit Financial's NTRA Position: Q2 2026 in Review

Summit Financial increased its Natera (NTRA) stake by 466% in Q2 2026, buying an estimated $2.01M and bringing the position to 11,435 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #488.

Summit Financial first reported a position in NTRA in Q3 2025 and has held it in 4 quarters since. 848 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Summit Financial held 11,435 shares of Natera worth $3.1M as of Q2 2026.
  • Summit Financial bought 9,413 Natera shares in Q2 2026, an estimated $2.01M.
  • Natera made up 0.03% of Summit Financial's portfolio in Q2 2026, its #488 holding.
  • Summit Financial first reported a position in Natera in Q3 2025 and has held it in 4 quarters since.
  • 848 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.