SWS Partners
NTRA icon

SWS Partners’s Natera NTRA Stock Holding History

SWS 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
Q3 		$10M Sell
24,172
-6,043
-20% -$1.9M 2.15% 8
2026
Q2 		$8.2M Buy
30,215
+795
+3% +$170K 1.77% 16
2026
Q1 		$5.88M Buy
29,420
+444
+2% +$95.5K 1.45% 12
2025
Q4 		$6.64M Sell
28,976
-18,061
-38% -$3.77M 1.6% 13
2025
Q3 		$7.57M Buy
47,037
+4,980
+12% +$788K 1.85% 11
2025
Q2 		$7.11M Sell
42,057
-5,097
-11% -$794K 1.92% 9
2025
Q1 		$6.67M Sell
47,154
-4,331
-8% -$696K 2.19% 7
2024
Q4 		$8.15M Sell
51,485
-7,139
-12% -$1.04M 2.47% 5
2024
Q3 		$7.44M Sell
58,624
-23,568
-29% -$2.71M 2.37% 7
2024
Q2 		$8.9M Sell
82,192
-3,419
-4% -$347K 2.66% 6
2024
Q1 		$7.83M Sell
85,611
-1,086
-1% -$81.7K 2.34% 7
2023
Q4 		$5.43M Sell
86,697
-1,507
-2% -$75.3K 1.77% 8
2023
Q3 		$3.9M Buy
88,204
+8,748
+11% +$446K 1.44% 12
2023
Q2 		$3.87M Sell
79,456
-822
-1% -$41.9K 1.4% 12
2023
Q1 		$4.46M Buy
80,278
+6,111
+8% +$293K 1.66% 7
2022
Q4 		$2.98M Buy
74,167
+8,526
+13% +$351K 1.41% 17
2022
Q3 		$2.88M Buy
65,641
+448
+0.7% +$21.3K 1.33% 16
2022
Q2 		$2.31M Buy
65,193
+159
+0.2% +$5.89K 1.94% 13
2022
Q1 		$2.65M Buy
65,034
+29,710
+84% +$1.79M 1.73% 18
2021
Q4 		$3.3M Buy
35,324
+6,902
+24% +$716K 1.88% 13
2021
Q3 		$3.17M Buy
28,422
+4,216
+17% +$483K 1.96% 7
2021
Q2 		$2.75M Buy
24,206
+433
+2% +$44.3K 1.79% 12
2021
Q1 		$2.41M Buy
23,773
+6,591
+38% +$722K 1.66% 17
2020
Q4 		$1.71M Buy
+17,182
New +$1.44M 0.76% 48

Other funds holding NTRA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

SWS Partners's NTRA Position: Q3 2026 in Review

SWS Partners reduced its Natera (NTRA) stake by 20% in Q3 2026, selling an estimated $1.9M and leaving 24,172 shares worth $10M. The position accounts for 2.15% of the portfolio, ranked #8.

SWS Partners first reported a position in NTRA in Q4 2020 and has held it in 24 quarters since. 538 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • SWS Partners held 24,172 shares of Natera worth $10M as of Q3 2026.
  • SWS Partners sold 6,043 Natera shares in Q3 2026, an estimated $1.9M.
  • Natera made up 2.15% of SWS Partners's portfolio in Q3 2026, its #8 holding.
  • SWS Partners first reported a position in Natera in Q4 2020 and has held it in 24 quarters since.
  • 538 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.