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United Capital Financial Advisors’s Natera NTRA Stock Holding History

United Capital Financial Advisors’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 		$830K Buy
4,150
+1,799
+77% +$387K 0.01% 834
2025
Q4 		$539K Buy
2,351
+366
+18% +$76.3K ﹤0.01% 936
2025
Q3 		$320K Buy
1,985
+310
+19% +$49K ﹤0.01% 1001
2025
Q2 		$283K Sell
1,675
-372
-18% -$58K ﹤0.01% 943
2025
Q1 		$289K Buy
2,047
+46
+2% +$7.39K ﹤0.01% 900
2024
Q4 		$317K Sell
2,001
-131
-6% -$19.1K ﹤0.01% 864
2024
Q3 		$271K Sell
2,132
-145
-6% -$16.6K ﹤0.01% 912
2024
Q2 		$247K Buy
2,277
+74
+3% +$7.52K ﹤0.01% 918
2024
Q1 		$201K Buy
+2,203
New +$166K ﹤0.01% 1022

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

United Capital Financial Advisors's NTRA Position: Q1 2026 in Review

United Capital Financial Advisors increased its Natera (NTRA) stake by 77% in Q1 2026, buying an estimated $387K and bringing the position to 4,150 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #834.

United Capital Financial Advisors first reported a position in NTRA in Q1 2024 and has held it in 9 quarters since. 762 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • United Capital Financial Advisors held 4,150 shares of Natera worth $830K as of Q1 2026.
  • United Capital Financial Advisors bought 1,799 Natera shares in Q1 2026, an estimated $387K.
  • Natera made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #834 holding.
  • United Capital Financial Advisors first reported a position in Natera in Q1 2024 and has held it in 9 quarters since.
  • 762 funds tracked by Wall St. Rank held Natera as of Q1 2026.

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