SHP Wealth Management’s NCR Atleos NATL Stock Holding History

SHP 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
2026 Q1	$4.47K	Hold	102	–	–	﹤0.01%	1099
2025 Q4	$3.91K	Buy	+102	New	+$3.83K	﹤0.01%	1023

Other funds holding NATL

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

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 $660M AUM 27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's NATL Position: Q1 2026 in Review

SHP Wealth Management held its NCR Atleos (NATL) position steady in Q1 2026 at 102 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

SHP Wealth Management first reported a position in NATL in Q4 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

SHP Wealth Management held 102 shares of NCR Atleos worth $4.47K as of Q1 2026.
SHP Wealth Management left its NCR Atleos share count unchanged in Q1 2026.
NCR Atleos made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1099 holding.
SHP Wealth Management first reported a position in NCR Atleos in Q4 2025 and has held it in 2 quarters since.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.