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

Cassaday & 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
2026
Q2 		$11.4K Hold
262
– – ﹤0.01% 848
2026
Q1 		$11.4K Buy
+262
New +$10.8K ﹤0.01% 871

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

Cassaday & Co Wealth Management's NATL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its NCR Atleos (NATL) position steady in Q2 2026 at 262 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Cassaday & Co Wealth Management first reported a position in NATL in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Cassaday & Co Wealth Management held 262 shares of NCR Atleos worth $11.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #848 holding.
  • Cassaday & Co Wealth Management first reported a position in NCR Atleos in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's NCR Atleos position peaked at $11.4K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.