Ironwood Investment Management’s NCR Atleos NATL Stock Holding History

Ironwood Investment 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 Q1	$1.22M	Hold	27,908	–	–	0.51%	59
2025 Q4	$1.06M	Sell	27,908 -750	-3%	-$28.1K	0.45%	72
2025 Q3	$1.13M	Sell	28,658 -8,062	-22%	-$281K	0.49%	69
2025 Q2	$1.05M	Hold	36,720	–	–	0.51%	61
2025 Q1	$969K	Hold	36,720	–	–	0.53%	61
2024 Q4	$1.25M	Sell	36,720 -1,650	-4%	-$50K	0.62%	53
2024 Q3	$1.09M	Buy	38,370 +12,600	+49%	+$367K	0.53%	63
2024 Q2	$696K	Hold	25,770	–	–	0.37%	85
2024 Q1	$509K	Hold	25,770	–	–	0.25%	100
2023 Q4	$626K	Buy	+25,770	New	+$590K	0.33%	83

Other funds holding NATL

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 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ironwood Investment Management's NATL Position: Q1 2026 in Review

Ironwood Investment Management held its NCR Atleos (NATL) position steady in Q1 2026 at 27,908 shares worth $1.22M. The position accounts for 0.51% of the portfolio, ranked #59.

Ironwood Investment Management first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2024. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Ironwood Investment Management held 27,908 shares of NCR Atleos worth $1.22M as of Q1 2026.
Ironwood Investment Management left its NCR Atleos share count unchanged in Q1 2026.
NCR Atleos made up 0.51% of Ironwood Investment Management's portfolio in Q1 2026, its #59 holding.
Ironwood Investment Management first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
Ironwood Investment Management's NCR Atleos position peaked at $1.25M in Q4 2024.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.