Physician Wealth Advisors’s NCR Atleos NATL Stock Holding History

Physician 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	$565	Hold	13	–	–	﹤0.01%	2053
2026 Q1	$567	Hold	13	–	–	﹤0.01%	1878
2025 Q4	$496	Hold	13	–	–	﹤0.01%	1888
2025 Q3	$512	Hold	13	–	–	﹤0.01%	1798
2025 Q2	$371	Hold	13	–	–	﹤0.01%	1757
2025 Q1	$343	Hold	13	–	–	﹤0.01%	1384
2024 Q4	$441	Buy	+13	New	+$394	﹤0.01%	1102

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

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

Physician Wealth Advisors held its NCR Atleos (NATL) position steady in Q2 2026 at 13 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Physician Wealth Advisors first reported a position in NATL in Q4 2024 and has held it in 7 quarters since. The position peaked at $567 in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Physician Wealth Advisors held 13 shares of NCR Atleos worth $565 as of Q2 2026.
Physician Wealth Advisors left its NCR Atleos share count unchanged in Q2 2026.
NCR Atleos made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2053 holding.
Physician Wealth Advisors first reported a position in NCR Atleos in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's NCR Atleos position peaked at $567 in Q1 2026.
362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.