Corient Private Wealth’s NCR Atleos NATL Stock Holding History

Corient Private Wealth’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	$230K	Sell	5,287 -172	-3%	-$7.63K	﹤0.01%	2731
2026 Q1	$236K	Buy	5,459 +196	+4%	+$8.1K	﹤0.01%	2455
2025 Q4	$201K	Buy	+5,263	New	+$197K	﹤0.01%	2431
2024 Q2	–	Sell	-30,721	Closed	-$607K	–	2365
2024 Q1	$607K	Sell	30,721 -1,063	-3%	-$22.7K	﹤0.01%	1535
2023 Q4	$772K	Buy	+31,784	New	+$728K	﹤0.01%	1397

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

Corient Private Wealth's NATL Position: Q2 2026 in Review

Corient Private Wealth reduced its NCR Atleos (NATL) stake by 3.2% in Q2 2026, selling an estimated $7.63K and leaving 5,287 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Corient Private Wealth first reported a position in NATL in Q4 2023 and has held it in 5 quarters since. The position peaked at $772K in Q4 2023. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Corient Private Wealth held 5,287 shares of NCR Atleos worth $230K as of Q2 2026.
Corient Private Wealth sold 172 NCR Atleos shares in Q2 2026, an estimated $7.63K.
NCR Atleos made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2731 holding.
Corient Private Wealth first reported a position in NCR Atleos in Q4 2023 and has held it in 5 quarters since.
Corient Private Wealth's NCR Atleos position peaked at $772K in Q4 2023.
361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.