Focus Partners Wealth
NATL icon

Focus Partners Wealth’s NCR Atleos NATL Stock Holding History

Focus Partners 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 		$1.73M Sell
39,859
-1,826
-4% -$81K ﹤0.01% 1409
2026
Q1 		$1.82M Sell
41,685
-2,839
-6% -$117K ﹤0.01% 1354
2025
Q4 		$1.7M Buy
44,524
+2,820
+7% +$106K ﹤0.01% 1397
2025
Q3 		$1.64M Sell
41,704
-1,557
-4% -$54.2K ﹤0.01% 1089
2025
Q2 		$1.23M Buy
43,261
+1,707
+4% +$46K ﹤0.01% 1055
2025
Q1 		$1.1M Buy
41,554
+19,557
+89% +$582K ﹤0.01% 1030
2024
Q4 		$746K Buy
21,997
+1,933
+10% +$58.6K ﹤0.01% 1164
2024
Q3 		$572K Buy
20,064
+418
+2% +$12.2K ﹤0.01% 1105
2024
Q2 		$531K Buy
19,646
+102
+0.5% +$2.49K ﹤0.01% 932
2024
Q1 		$386K Buy
19,544
+5,073
+35% +$109K ﹤0.01% 775
2023
Q4 		$352K Buy
+14,471
New +$331K ﹤0.01% 640

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 $3.37T AUM 44.26% 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

Focus Partners Wealth's NATL Position: Q2 2026 in Review

Focus Partners Wealth reduced its NCR Atleos (NATL) stake by 4.4% in Q2 2026, selling an estimated $81K and leaving 39,859 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Focus Partners Wealth first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Focus Partners Wealth held 39,859 shares of NCR Atleos worth $1.73M as of Q2 2026.
  • Focus Partners Wealth sold 1,826 NCR Atleos shares in Q2 2026, an estimated $81K.
  • NCR Atleos made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1409 holding.
  • Focus Partners Wealth first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's NCR Atleos position peaked at $1.82M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.