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Crescent Grove Advisors’s NCR Atleos NATL Stock Holding History

Crescent Grove 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 		$14.7M Sell
338,916
-62,540
-16% -$2.77M 1.23% 20
2026
Q1 		$17.5M Buy
401,456
+13,048
+3% +$539K 1.68% 16
2025
Q4 		$14.8M Sell
388,408
-62,686
-14% -$2.35M 1.37% 21
2025
Q3 		$17.7M Sell
451,094
-98,181
-18% -$3.42M 1.68% 17
2025
Q2 		$15.7M Sell
549,275
-5,768
-1% -$156K 1.52% 19
2025
Q1 		$14.6M Buy
555,043
+226,010
+69% +$6.72M 1.53% 20
2024
Q4 		$11.2M Sell
329,033
-619,355
-65% -$18.8M 1.11% 24
2024
Q3 		$27.1M Sell
948,388
-51,119
-5% -$1.49M 2.76% 7
2024
Q2 		$27M Sell
999,507
-228,037
-19% -$5.56M 2.96% 7
2024
Q1 		$24.2M Buy
1,227,544
+9,466
+0.8% +$203K 2.53% 9
2023
Q4 		$29.6M Buy
+1,218,078
New +$27.9M 3.3% 7

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

Crescent Grove Advisors's NATL Position: Q2 2026 in Review

Crescent Grove Advisors reduced its NCR Atleos (NATL) stake by 16% in Q2 2026, selling an estimated $2.77M and leaving 338,916 shares worth $14.7M. The position accounts for 1.23% of the portfolio, ranked #20.

Crescent Grove Advisors first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.6M in Q4 2023. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Crescent Grove Advisors held 338,916 shares of NCR Atleos worth $14.7M as of Q2 2026.
  • Crescent Grove Advisors sold 62,540 NCR Atleos shares in Q2 2026, an estimated $2.77M.
  • NCR Atleos made up 1.23% of Crescent Grove Advisors's portfolio in Q2 2026, its #20 holding.
  • Crescent Grove Advisors first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Crescent Grove Advisors's NCR Atleos position peaked at $29.6M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.