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Carolinas Wealth Consulting’s NCR Atleos NATL Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-31
Closed -$818 – 612
2025
Q1 		$818 Buy
+31
New +$922 ﹤0.01% 925

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Carolinas Wealth Consulting's NATL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NCR Atleos (NATL) in Q2 2025, closing a stake of 31 shares — an estimated $818 sold.

Carolinas Wealth Consulting first reported a position in NATL in Q1 2025 and held it in 1 quarter. The position peaked at $818 in Q1 2025. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NCR Atleos position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 31 NCR Atleos shares in Q2 2025, an estimated $818.
  • Carolinas Wealth Consulting first reported a position in NCR Atleos in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's NCR Atleos position peaked at $818 in Q1 2025.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.