Valued Wealth Advisors’s NCR Atleos NATL Stock Holding History

Valued Wealth Advisors’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	-1	Closed	-$40	–	649
2025 Q3	$40	Buy	+1	New	+$35	﹤0.01%	613

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Valued Wealth Advisors's NATL Position: Q4 2025 in Review

Valued Wealth Advisors sold out of NCR Atleos (NATL) in Q4 2025, closing a stake of 1 share — an estimated $40 sold.

Valued Wealth Advisors first reported a position in NATL in Q3 2025 and held it in 1 quarter. The position peaked at $40 in Q3 2025. 338 funds tracked by Wall St. Rank hold NATL as of Q4 2025.

Valued Wealth Advisors reported no remaining NCR Atleos position as of Q4 2025 after selling out during the quarter.
Valued Wealth Advisors sold 1 NCR Atleos share in Q4 2025, an estimated $40.
Valued Wealth Advisors first reported a position in NCR Atleos in Q3 2025 and held it in 1 quarter.
Valued Wealth Advisors's NCR Atleos position peaked at $40 in Q3 2025.
338 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.