Creative Planning
NATL icon

Creative Planning’s NCR Atleos NATL Stock Holding History

Creative Planning’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
Q1 		$1.75M Buy
40,213
+4,411
+12% +$182K ﹤0.01% 2006
2025
Q4 		$1.36M Sell
35,802
-395
-1% -$14.8K ﹤0.01% 2034
2025
Q3 		$1.42M Buy
36,197
+4,145
+13% +$144K ﹤0.01% 1808
2025
Q2 		$914K Buy
32,052
+725
+2% +$19.6K ﹤0.01% 1945
2025
Q1 		$826K Buy
31,327
+1,663
+6% +$49.5K ﹤0.01% 1873
2024
Q4 		$1.01M Buy
29,664
+993
+3% +$30.1K ﹤0.01% 1639
2024
Q3 		$818K Buy
28,671
+438
+2% +$12.7K ﹤0.01% 1682
2024
Q2 		$763K Buy
+28,233
New +$688K ﹤0.01% 1616

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return