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Plante Moran Financial Advisors’s NCR Atleos NATL Stock Holding History

Plante Moran Financial 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 		$738 Buy
+17
New +$754 ﹤0.01% 991
2024
Q3 		– Sell
-21
Closed -$567 – 902
2024
Q2 		$567 Buy
+21
New +$512 ﹤0.01% 741

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

Plante Moran Financial Advisors's NATL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in NCR Atleos (NATL) in Q2 2026: 17 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NATL as recently as Q2 2024.

Plante Moran Financial Advisors first reported a position in NATL in Q2 2024 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Plante Moran Financial Advisors held 17 shares of NCR Atleos worth $738 as of Q2 2026.
  • NCR Atleos was a new Plante Moran Financial Advisors position in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #991 holding.
  • Plante Moran Financial Advisors first reported a position in NCR Atleos in Q2 2024 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.