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Valeo Financial Advisors’s Natera NTRA Stock Holding History

Valeo 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
Q3 		$627K Buy
1,517
+17
+1% +$5.34K 0.01% 395
2026
Q2 		$407K Sell
1,500
-1,001
-40% -$213K 0.01% 516
2026
Q1 		$500K Sell
2,501
-205
-8% -$44.1K 0.01% 413
2025
Q4 		$620K Buy
+2,706
New +$564K 0.01% 409

Other funds holding NTRA

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Valeo Financial Advisors's NTRA Position: Q3 2026 in Review

Valeo Financial Advisors increased its Natera (NTRA) stake by 1.1% in Q3 2026, buying an estimated $5.34K and bringing the position to 1,517 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #395.

Valeo Financial Advisors first reported a position in NTRA in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Valeo Financial Advisors held 1,517 shares of Natera worth $627K as of Q3 2026.
  • Valeo Financial Advisors bought 17 Natera shares in Q3 2026, an estimated $5.34K.
  • Natera made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #395 holding.
  • Valeo Financial Advisors first reported a position in Natera in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.