EWA
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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
Q2 		$4.69K Sell
108
-245
-69% -$10.9K ﹤0.01% 3318
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

EverSource Wealth Advisors's NATL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NCR Atleos (NATL) stake by 69% in Q2 2026, selling an estimated $10.9K and leaving 108 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

EverSource Wealth Advisors first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.4K in Q3 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • EverSource Wealth Advisors held 108 shares of NCR Atleos worth $4.69K as of Q2 2026.
  • EverSource Wealth Advisors sold 245 NCR Atleos shares in Q2 2026, an estimated $10.9K.
  • NCR Atleos made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3318 holding.
  • EverSource Wealth Advisors first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's NCR Atleos position peaked at $21.4K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.