Crescent Grove Advisors
NATL icon

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
Q3 		$14.3M Sell
316,651
-22,265
-7% -$1.03M 1.21% 19
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return

Crescent Grove Advisors's NATL Position: Q3 2026 in Review

Crescent Grove Advisors reduced its NCR Atleos (NATL) stake by 6.6% in Q3 2026, selling an estimated $1.03M and leaving 316,651 shares worth $14.3M. The position accounts for 1.21% of the portfolio, ranked #19.

Crescent Grove Advisors first reported a position in NATL in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.6M in Q4 2023. 284 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Crescent Grove Advisors held 316,651 shares of NCR Atleos worth $14.3M as of Q3 2026.
  • Crescent Grove Advisors sold 22,265 NCR Atleos shares in Q3 2026, an estimated $1.03M.
  • NCR Atleos made up 1.21% of Crescent Grove Advisors's portfolio in Q3 2026, its #19 holding.
  • Crescent Grove Advisors first reported a position in NCR Atleos in Q4 2023 and has held it in 12 quarters since.
  • Crescent Grove Advisors's NCR Atleos position peaked at $29.6M in Q4 2023.
  • 284 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.