Ruedi Wealth Management’s NCR Atleos NATL Stock Holding History

Ruedi Wealth 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	-14	Closed	-$369	–	230
2025 Q1	$369	Hold	14	–	–	﹤0.01%	314
2024 Q4	$475	Hold	14	–	–	﹤0.01%	313
2024 Q3	$399	Hold	14	–	–	﹤0.01%	323
2024 Q2	$378	Hold	14	–	–	﹤0.01%	428
2024 Q1	$277	Hold	14	–	–	﹤0.01%	255
2023 Q4	$340	Buy	+14	New	+$321	﹤0.01%	237

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Ruedi Wealth Management's NATL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of NCR Atleos (NATL) in Q2 2025, closing a stake of 14 shares — an estimated $369 sold.

Ruedi Wealth Management first reported a position in NATL in Q4 2023 and held it in 6 quarters. The position peaked at $475 in Q4 2024. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

Ruedi Wealth Management reported no remaining NCR Atleos position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 14 NCR Atleos shares in Q2 2025, an estimated $369.
Ruedi Wealth Management first reported a position in NCR Atleos in Q4 2023 and held it in 6 quarters.
Ruedi Wealth Management's NCR Atleos position peaked at $475 in Q4 2024.
286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.