Carson Wealth (CWM LLC)
NATL icon

Carson Wealth (CWM LLC)’s NCR Atleos NATL Stock Holding History

Carson Wealth (CWM 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
Q1 		$219K Buy
5,028
+1,741
+53% +$72K ﹤0.01% 2668
2025
Q4 		$125K Sell
3,287
-1,132
-26% -$42.5K ﹤0.01% 2899
2025
Q3 		$174K Buy
4,419
+1,343
+44% +$46.7K ﹤0.01% 2550
2025
Q2 		$88K Buy
3,076
+192
+7% +$5.18K ﹤0.01% 2831
2025
Q1 		$76K Sell
2,884
-214
-7% -$6.36K ﹤0.01% 2649
2024
Q4 		$105K Buy
3,098
+508
+20% +$15.4K ﹤0.01% 2255
2024
Q3 		$74K Buy
2,590
+70
+3% +$2.04K ﹤0.01% 2390
2024
Q2 		$68K Buy
2,520
+497
+25% +$12.1K ﹤0.01% 2248
2024
Q1 		$40K Buy
2,023
+1,268
+168% +$27.1K ﹤0.01% 2452
2023
Q4 		$18K Buy
+755
New +$17.3K ﹤0.01% 2846

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NATL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NCR Atleos (NATL) stake by 53% in Q1 2026, buying an estimated $72K and bringing the position to 5,028 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Carson Wealth (CWM LLC) first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. 364 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,028 shares of NCR Atleos worth $219K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,741 NCR Atleos shares in Q1 2026, an estimated $72K.
  • NCR Atleos made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2668 holding.
  • Carson Wealth (CWM LLC) first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
  • 364 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.