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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
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 $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

Crescent Grove Advisors's NATL Position: Q1 2026 in Review

Crescent Grove Advisors increased its NCR Atleos (NATL) stake by 3.4% in Q1 2026, buying an estimated $539K and bringing the position to 401,456 shares worth $17.5M. The position accounts for 1.68% of the portfolio, ranked #16.

Crescent Grove Advisors first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.6M in Q4 2023. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Crescent Grove Advisors held 401,456 shares of NCR Atleos worth $17.5M as of Q1 2026.
  • Crescent Grove Advisors bought 13,048 NCR Atleos shares in Q1 2026, an estimated $539K.
  • NCR Atleos made up 1.68% of Crescent Grove Advisors's portfolio in Q1 2026, its #16 holding.
  • Crescent Grove Advisors first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
  • Crescent Grove Advisors's NCR Atleos position peaked at $29.6M in Q4 2023.
  • 363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.