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Clearstead Advisors’s NCR Atleos NATL Stock Holding History

Clearstead Advisors’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 		$262 Buy
+6
New +$266 ﹤0.01% 3106
2026
Q1 		– Sell
-2
Closed -$77 – 2639
2025
Q4 		$77 Sell
2
-37
-95% -$1.39K ﹤0.01% 2558
2025
Q3 		$1.53K Buy
39
+20
+105% +$696 ﹤0.01% 2531
2025
Q2 		$543 Hold
19
– – ﹤0.01% 2481
2025
Q1 		$502 Buy
+19
New +$565 ﹤0.01% 2072

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

Clearstead Advisors's NATL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NCR Atleos (NATL) in Q2 2026: 6 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #3106 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NATL as recently as Q4 2025.

Clearstead Advisors first reported a position in NATL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.53K in Q3 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Clearstead Advisors held 6 shares of NCR Atleos worth $262 as of Q2 2026.
  • NCR Atleos was a new Clearstead Advisors position in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3106 holding.
  • Clearstead Advisors first reported a position in NCR Atleos in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's NCR Atleos position peaked at $1.53K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.