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

Private Wealth Management Group’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	$3.82K	Hold	88	–	–	﹤0.01%	948
2026 Q1	$3.84K	Hold	88	–	–	﹤0.01%	865
2025 Q4	$3.35K	Sell	88 -4	-4%	-$150	﹤0.01%	916
2025 Q3	$3.62K	Sell	92 -11	-11%	-$383	﹤0.01%	917
2025 Q2	$2.94K	Hold	103	–	–	﹤0.01%	967
2025 Q1	$2.72K	Hold	103	–	–	﹤0.01%	953
2024 Q4	$3.49K	Hold	103	–	–	﹤0.01%	886
2024 Q3	$2.94K	Hold	103	–	–	﹤0.01%	931
2024 Q2	$2.78K	Buy	103 +41	+66%	+$1K	﹤0.01%	932
2024 Q1	$1.23K	Buy	62 +53	+589%	+$1.13K	﹤0.01%	1183
2023 Q4	$219	Buy	+9	New	+$206	﹤0.01%	1498

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

Private Wealth Management Group's NATL Position: Q2 2026 in Review

Private Wealth Management Group held its NCR Atleos (NATL) position steady in Q2 2026 at 88 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Private Wealth Management Group first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84K in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Private Wealth Management Group held 88 shares of NCR Atleos worth $3.82K as of Q2 2026.
Private Wealth Management Group left its NCR Atleos share count unchanged in Q2 2026.
NCR Atleos made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #948 holding.
Private Wealth Management Group first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's NCR Atleos position peaked at $3.84K in Q1 2026.
362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.