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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
Q2 		$1.1M Sell
4,050
-100
-2% -$21.3K 0.01% 765
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 $1.81T 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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's NTRA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Natera (NTRA) stake by 2.4% in Q2 2026, selling an estimated $21.3K and leaving 4,050 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #765.

United Capital Financial Advisors first reported a position in NTRA in Q1 2024 and has held it in 10 quarters since. 850 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • United Capital Financial Advisors held 4,050 shares of Natera worth $1.1M as of Q2 2026.
  • United Capital Financial Advisors sold 100 Natera shares in Q2 2026, an estimated $21.3K.
  • Natera made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #765 holding.
  • United Capital Financial Advisors first reported a position in Natera in Q1 2024 and has held it in 10 quarters since.
  • 850 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.