PWAM
NATL icon

Private Wealth Asset Management’s NCR Atleos NATL Stock Holding History

Private Wealth Asset 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
2025
Q2 		– Sell
-7
Closed -$185 – 1196
2025
Q1 		$185 Buy
+7
New +$208 ﹤0.01% 1093

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Private Wealth Asset Management's NATL Position: Q2 2025 in Review

Private Wealth Asset Management sold out of NCR Atleos (NATL) in Q2 2025, closing a stake of 7 shares — an estimated $185 sold.

Private Wealth Asset Management first reported a position in NATL in Q1 2025 and held it in 1 quarter. The position peaked at $185 in Q1 2025. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

  • Private Wealth Asset Management reported no remaining NCR Atleos position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 7 NCR Atleos shares in Q2 2025, an estimated $185.
  • Private Wealth Asset Management first reported a position in NCR Atleos in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's NCR Atleos position peaked at $185 in Q1 2025.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.