SWIM
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Smallwood Wealth Investment Management’s NCR Atleos NATL Stock Holding History

Smallwood Wealth Investment 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 		$217 Hold
5
– – ﹤0.01% 484
2026
Q1 		$217 Hold
5
– – ﹤0.01% 477
2025
Q4 		$190 Hold
5
– – ﹤0.01% 466
2025
Q3 		$196 Hold
5
– – ﹤0.01% 476
2025
Q2 		$142 Hold
5
– – ﹤0.01% 529
2025
Q1 		$131 Buy
+5
New +$149 ﹤0.01% 473

Other funds holding NATL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's NATL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its NCR Atleos (NATL) position steady in Q2 2026 at 5 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Smallwood Wealth Investment Management first reported a position in NATL in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of NCR Atleos worth $217 as of Q2 2026.
  • Smallwood Wealth Investment Management left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #484 holding.
  • Smallwood Wealth Investment Management first reported a position in NCR Atleos in Q1 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.