PWMG
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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
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
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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return