DiNuzzo Private Wealth’s NCR Atleos NATL Stock Holding History

DiNuzzo Private Wealth’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	$10.2K	Buy	236 +1	+0.4%	+$44	﹤0.01%	280
2026 Q1	$10.2K	Hold	235	–	–	﹤0.01%	271
2025 Q4	$8.96K	Sell	235 -4	-2%	-$150	﹤0.01%	286
2025 Q3	$9.47K	Hold	239	–	–	﹤0.01%	276
2025 Q2	$6.82K	Hold	239	–	–	﹤0.01%	316
2025 Q1	$6.3K	Hold	239	–	–	﹤0.01%	317
2024 Q4	$8.11K	Hold	239	–	–	﹤0.01%	276
2024 Q3	$6.82K	Sell	239 -10	-4%	-$291	﹤0.01%	310
2024 Q2	$6.73K	Buy	249 +10	+4%	+$244	﹤0.01%	246
2024 Q1	$4.72K	Sell	239 -3	-1%	-$64	﹤0.01%	264
2023 Q4	$5.88K	Buy	+242	New	+$5.54K	﹤0.01%	224

Other funds holding NATL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return