Wealth Enhancement Advisory Services
NATL icon

Wealth Enhancement Advisory Services’s NCR Atleos NATL Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.05M Sell
90,101
-129,340
-59% -$5.74M 0.01% 1152
2026
Q1 		$9.59M Sell
219,441
-165,152
-43% -$6.83M 0.02% 596
2025
Q4 		$14.7M Buy
384,593
+29,360
+8% +$1.1M 0.02% 568
2025
Q3 		$14.2M Buy
+355,233
New +$12.4M 0.02% 535

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's NATL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its NCR Atleos (NATL) stake by 59% in Q2 2026, selling an estimated $5.74M and leaving 90,101 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #1152.

Wealth Enhancement Advisory Services first reported a position in NATL in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.7M in Q4 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 90,101 shares of NCR Atleos worth $4.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 129,340 NCR Atleos shares in Q2 2026, an estimated $5.74M.
  • NCR Atleos made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1152 holding.
  • Wealth Enhancement Advisory Services first reported a position in NCR Atleos in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's NCR Atleos position peaked at $14.7M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.