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Waypoint Wealth Counsel’s Natera NTRA Stock Holding History

Waypoint Wealth Counsel’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 		$322K Sell
1,186
-1,019
-46% -$217K 0.2% 90
2026
Q1 		$441K Sell
2,205
-429
-16% -$92.3K 0.23% 91
2025
Q4 		$603K Buy
2,634
+500
+23% +$104K 0.22% 86
2025
Q3 		$344K Buy
2,134
+496
+30% +$78.5K 0.14% 150
2025
Q2 		$277K Buy
+1,638
New +$255K 0.14% 130

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

Waypoint Wealth Counsel's NTRA Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Natera (NTRA) stake by 46% in Q2 2026, selling an estimated $217K and leaving 1,186 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #90.

Waypoint Wealth Counsel first reported a position in NTRA in Q2 2025 and has held it in 5 quarters since. The position peaked at $603K in Q4 2025. 847 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Waypoint Wealth Counsel held 1,186 shares of Natera worth $322K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,019 Natera shares in Q2 2026, an estimated $217K.
  • Natera made up 0.2% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #90 holding.
  • Waypoint Wealth Counsel first reported a position in Natera in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Natera position peaked at $603K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.