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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
Q3 		$591K Sell
1,429
-538
-27% -$169K 0.25% 95
2026
Q2 		$534K Buy
+1,967
New +$419K 0.24% 102
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

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Whalen Wealth Management's NTRA Position: Q3 2026 in Review

Whalen Wealth Management reduced its Natera (NTRA) stake by 27% in Q3 2026, selling an estimated $169K and leaving 1,429 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #95.

Whalen Wealth Management first reported a position in NTRA in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold NTRA as of Q3 2026.

  • Whalen Wealth Management held 1,429 shares of Natera worth $591K as of Q3 2026.
  • Whalen Wealth Management sold 538 Natera shares in Q3 2026, an estimated $169K.
  • Natera made up 0.25% of Whalen Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Whalen Wealth Management first reported a position in Natera in Q1 2025 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Natera as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.