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Whalen Wealth Management’s Natera NTRA Stock Holding History

Whalen Wealth Management’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 		– Sell
-1,094
Closed -$251K – 210
2025
Q4 		$251K Sell
1,094
-1,432
-57% -$299K 0.13% 172
2025
Q3 		$407K Buy
2,526
+1,053
+71% +$167K 0.24% 104
2025
Q2 		$249K Sell
1,473
-569
-28% -$88.7K 0.16% 176
2025
Q1 		$289K Buy
+2,042
New +$328K 0.19% 105

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

Whalen Wealth Management's NTRA Position: Q1 2026 in Review

Whalen Wealth Management sold out of Natera (NTRA) in Q1 2026, closing a stake of 1,094 shares — an estimated $251K sold.

Whalen Wealth Management first reported a position in NTRA in Q1 2025 and held it in 4 quarters. The position peaked at $407K in Q3 2025. 761 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • Whalen Wealth Management reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,094 Natera shares in Q1 2026, an estimated $251K.
  • Whalen Wealth Management first reported a position in Natera in Q1 2025 and held it in 4 quarters.
  • Whalen Wealth Management's Natera position peaked at $407K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.