Cerity Partners’s NCR Atleos NATL Stock Holding History

Cerity Partners’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	–	Sell	-5,353	Closed	-$233K	–	3513
2026 Q1	$233K	Buy	5,353 +54	+1%	+$2.23K	﹤0.01%	2783
2025 Q4	$202K	Sell	5,299 -2,426	-31%	-$91K	﹤0.01%	2636
2025 Q3	$304K	Buy	+7,725	New	+$269K	﹤0.01%	2274

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cerity Partners's NATL Position: Q2 2026 in Review

Cerity Partners sold out of NCR Atleos (NATL) in Q2 2026, closing a stake of 5,353 shares — an estimated $233K sold.

Cerity Partners first reported a position in NATL in Q3 2025 and held it in 3 quarters. The position peaked at $304K in Q3 2025. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Cerity Partners reported no remaining NCR Atleos position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 5,353 NCR Atleos shares in Q2 2026, an estimated $233K.
Cerity Partners first reported a position in NCR Atleos in Q3 2025 and held it in 3 quarters.
Cerity Partners's NCR Atleos position peaked at $304K in Q3 2025.
362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.