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
Q2 		$1.62M Sell
37,374
-2,839
-7% -$126K ﹤0.01% 2256
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 $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

Creative Planning's NATL Position: Q2 2026 in Review

Creative Planning reduced its NCR Atleos (NATL) stake by 7.1% in Q2 2026, selling an estimated $126K and leaving 37,374 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Creative Planning first reported a position in NATL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Creative Planning held 37,374 shares of NCR Atleos worth $1.62M as of Q2 2026.
  • Creative Planning sold 2,839 NCR Atleos shares in Q2 2026, an estimated $126K.
  • NCR Atleos made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2256 holding.
  • Creative Planning first reported a position in NCR Atleos in Q2 2024 and has held it in 9 quarters since.
  • Creative Planning's NCR Atleos position peaked at $1.75M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.