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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
Q2 		$4.45K Buy
103
+1
+1% +$44 ﹤0.01% 1185
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SHP Wealth Management's NATL Position: Q2 2026 in Review

SHP Wealth Management increased its NCR Atleos (NATL) stake by 0.98% in Q2 2026, buying an estimated $44 and bringing the position to 103 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

SHP Wealth Management first reported a position in NATL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • SHP Wealth Management held 103 shares of NCR Atleos worth $4.45K as of Q2 2026.
  • SHP Wealth Management bought 1 NCR Atleos share in Q2 2026, an estimated $44.
  • NCR Atleos made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • SHP Wealth Management first reported a position in NCR Atleos in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's NCR Atleos position peaked at $4.47K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.