CT
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Caldwell Trust’s NCR Atleos NATL Stock Holding History

Caldwell Trust’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 		$2.47K Hold
57
– – ﹤0.01% 759
2026
Q1 		$2.48K Hold
57
– – ﹤0.01% 750
2025
Q4 		$2.17K Hold
57
– – ﹤0.01% 727
2025
Q3 		$2.24K Hold
57
– – ﹤0.01% 718
2025
Q2 		$1.63K Hold
57
– – ﹤0.01% 724
2025
Q1 		$1.5K Hold
57
– – ﹤0.01% 729
2024
Q4 		$1.93K Hold
57
– – ﹤0.01% 685
2024
Q3 		$1.63K Hold
57
– – ﹤0.01% 682
2024
Q2 		$1.54K Hold
57
– – ﹤0.01% 679
2024
Q1 		$1.13K Hold
57
– – ﹤0.01% 693
2023
Q4 		$1.39K Buy
+57
New +$1.3K ﹤0.01% 690

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 $3.37T AUM 44.26% 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

Caldwell Trust's NATL Position: Q2 2026 in Review

Caldwell Trust held its NCR Atleos (NATL) position steady in Q2 2026 at 57 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Caldwell Trust first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Caldwell Trust held 57 shares of NCR Atleos worth $2.47K as of Q2 2026.
  • Caldwell Trust left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #759 holding.
  • Caldwell Trust first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Caldwell Trust's NCR Atleos position peaked at $2.48K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.