Clearstead Trust’s NCR Atleos NATL Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-15	Closed	-$590	–	1342
2025 Q3	$590	Hold	15	–	–	﹤0.01%	1344
2025 Q2	$428	Buy	+15	New	+$405	﹤0.01%	1363

Other funds holding NATL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Clearstead Trust's NATL Position: Q4 2025 in Review

Clearstead Trust sold out of NCR Atleos (NATL) in Q4 2025, closing a stake of 15 shares — an estimated $590 sold.

Clearstead Trust first reported a position in NATL in Q2 2025 and held it in 2 quarters. The position peaked at $590 in Q3 2025. 338 funds tracked by Wall St. Rank hold NATL as of Q4 2025.

Clearstead Trust reported no remaining NCR Atleos position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 15 NCR Atleos shares in Q4 2025, an estimated $590.
Clearstead Trust first reported a position in NCR Atleos in Q2 2025 and held it in 2 quarters.
Clearstead Trust's NCR Atleos position peaked at $590 in Q3 2025.
338 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.