Envestnet Asset Management’s NCR Atleos NATL Stock Holding History

Envestnet Asset Management’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	$244K	Sell	5,617 -11,938	-68%	-$529K	﹤0.01%	4553
2026 Q1	$765K	Sell	17,555 -24,164	-58%	-$999K	﹤0.01%	3630
2025 Q4	$1.59M	Sell	41,719 -2,623	-6%	-$98.4K	﹤0.01%	3003
2025 Q3	$1.74M	Sell	44,342 -8,181	-16%	-$285K	﹤0.01%	2968
2025 Q2	$1.5M	Buy	52,523 +4,401	+9%	+$119K	﹤0.01%	3016
2025 Q1	$1.27M	Buy	48,122 +11,697	+32%	+$348K	﹤0.01%	3036
2024 Q4	$1.24M	Sell	36,425 -1,003	-3%	-$30.4K	﹤0.01%	3016
2024 Q3	$1.07M	Sell	37,428 -8,067	-18%	-$235K	﹤0.01%	3099
2024 Q2	$1.23M	Sell	45,495 -6,140	-12%	-$150K	﹤0.01%	2893
2024 Q1	$1.02M	Sell	51,635 -9,512	-16%	-$203K	﹤0.01%	3018
2023 Q4	$1.49M	Buy	+61,147	New	+$1.4M	﹤0.01%	2648

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Envestnet Asset Management's NATL Position: Q2 2026 in Review

Envestnet Asset Management reduced its NCR Atleos (NATL) stake by 68% in Q2 2026, selling an estimated $529K and leaving 5,617 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #4553.

Envestnet Asset Management first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Envestnet Asset Management held 5,617 shares of NCR Atleos worth $244K as of Q2 2026.
Envestnet Asset Management sold 11,938 NCR Atleos shares in Q2 2026, an estimated $529K.
NCR Atleos made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4553 holding.
Envestnet Asset Management first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
Envestnet Asset Management's NCR Atleos position peaked at $1.74M in Q3 2025.
361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.