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Bartlett & Co Wealth Management’s NCR Atleos NATL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-475
Closed -$13.6K – 1256
2025
Q2 		$13.6K Sell
475
-52
-10% -$1.4K ﹤0.01% 877
2025
Q1 		$13.9K Hold
527
– – ﹤0.01% 876
2024
Q4 		$17.9K Hold
527
– – ﹤0.01% 822
2024
Q3 		$15K Hold
527
– – ﹤0.01% 859
2024
Q2 		$14.2K Hold
527
– – ﹤0.01% 868
2024
Q1 		$10.4K Sell
527
-500
-49% -$10.7K ﹤0.01% 905
2023
Q4 		$25.1K Buy
+1,027
New +$23.5K ﹤0.01% 832

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bartlett & Co Wealth Management's NATL Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of NCR Atleos (NATL) in Q3 2025, closing a stake of 475 shares — an estimated $13.6K sold.

Bartlett & Co Wealth Management first reported a position in NATL in Q4 2023 and held it in 7 quarters. The position peaked at $25.1K in Q4 2023. 309 funds tracked by Wall St. Rank hold NATL as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining NCR Atleos position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 475 NCR Atleos shares in Q3 2025, an estimated $13.6K.
  • Bartlett & Co Wealth Management first reported a position in NCR Atleos in Q4 2023 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's NCR Atleos position peaked at $25.1K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.