Planning Strategies Inc.’s Natera NTRA Stock Holding History

Planning Strategies Inc.’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	$1.63K	Buy	+6	New	+$1.28K	﹤0.01%	645

Other funds holding NTRA

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

JCM

Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s NTRA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Natera (NTRA) in Q2 2026: 6 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

232 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

Planning Strategies Inc. held 6 shares of Natera worth $1.63K as of Q2 2026.
Natera was a new Planning Strategies Inc. position in Q2 2026.
Natera made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #645 holding.
232 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.