EWA
NATL icon

EverSource Wealth Advisors’s NCR Atleos NATL Stock Holding History

EverSource Wealth 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 		$15.4K Sell
353
-148
-30% -$6.12K ﹤0.01% 2664
2025
Q4 		$19.1K Sell
501
-43
-8% -$1.61K ﹤0.01% 2414
2025
Q3 		$21.4K Buy
544
+85
+19% +$2.96K ﹤0.01% 2320
2025
Q2 		$13.1K Buy
459
+122
+36% +$3.29K ﹤0.01% 2622
2025
Q1 		$8.89K Buy
337
+43
+15% +$1.28K ﹤0.01% 2168
2024
Q4 		$9.97K Buy
294
+30
+11% +$909 ﹤0.01% 1996
2024
Q3 		$7.53K Hold
264
– – ﹤0.01% 2024
2024
Q2 		$8.49K Hold
264
– – ﹤0.01% 1939
2024
Q1 		$5.26K Buy
264
+217
+462% +$4.64K ﹤0.01% 2032
2023
Q4 		$1.14K Buy
+47
New +$1.08K ﹤0.01% 2357

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