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Tortoise Investment Management’s NCR Atleos NATL Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-7
Closed -$275 – 993
2025
Q3 		$275 Buy
7
+1
+17% +$35 ﹤0.01% 1272
2025
Q2 		$171 Hold
6
– – ﹤0.01% 1215
2025
Q1 		$158 Hold
6
– – ﹤0.01% 804
2024
Q4 		$204 Hold
6
– – ﹤0.01% 847
2024
Q3 		$171 Hold
6
– – ﹤0.01% 858
2024
Q2 		$162 Hold
6
– – ﹤0.01% 864
2024
Q1 		$119 Hold
6
– – ﹤0.01% 854
2023
Q4 		$146 Buy
+6
New +$137 ﹤0.01% 770

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Tortoise Investment Management's NATL Position: Q4 2025 in Review

Tortoise Investment Management sold out of NCR Atleos (NATL) in Q4 2025, closing a stake of 7 shares — an estimated $275 sold.

Tortoise Investment Management first reported a position in NATL in Q4 2023 and held it in 8 quarters. The position peaked at $275 in Q3 2025. 338 funds tracked by Wall St. Rank hold NATL as of Q4 2025.

  • Tortoise Investment Management reported no remaining NCR Atleos position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 NCR Atleos shares in Q4 2025, an estimated $275.
  • Tortoise Investment Management first reported a position in NCR Atleos in Q4 2023 and held it in 8 quarters.
  • Tortoise Investment Management's NCR Atleos position peaked at $275 in Q3 2025.
  • 338 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.