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Bogart Wealth LLC’s NCR Atleos NATL Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$2.91K Hold
67
– – ﹤0.01% 1355
2026
Q1 		$2.92K Hold
67
– – ﹤0.01% 1189
2025
Q4 		$2.55K Hold
67
– – ﹤0.01% 1135
2025
Q3 		$2.63K Hold
67
– – ﹤0.01% 1096
2025
Q2 		$1.91K Hold
67
– – ﹤0.01% 1121
2025
Q1 		$1.77K Hold
67
– – ﹤0.01% 1096
2024
Q4 		$2.27K Hold
67
– – ﹤0.01% 1076
2024
Q3 		$1.91K Hold
67
– – ﹤0.01% 971
2024
Q2 		$1.81K Buy
67
+32
+91% +$780 ﹤0.01% 944
2024
Q1 		$691 Hold
35
– – ﹤0.01% 992
2023
Q4 		$850 Buy
+35
New +$801 ﹤0.01% 969

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bogart Wealth LLC's NATL Position: Q2 2026 in Review

Bogart Wealth LLC held its NCR Atleos (NATL) position steady in Q2 2026 at 67 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Bogart Wealth LLC first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Bogart Wealth LLC held 67 shares of NCR Atleos worth $2.91K as of Q2 2026.
  • Bogart Wealth LLC left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1355 holding.
  • Bogart Wealth LLC first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Bogart Wealth LLC's NCR Atleos position peaked at $2.92K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.