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
Q3 		$1.09M Sell
23,952
-66,149
-73% -$3.06M ﹤0.01% 2112
2026
Q2 		$4.05M Sell
90,101
-129,340
-59% -$5.74M 0.01% 1152
2026
Q1 		$9.6M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's NATL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its NCR Atleos (NATL) stake by 73% in Q3 2026, selling an estimated $3.06M and leaving 23,952 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Wealth Enhancement Advisory Services first reported a position in NATL in Q3 2025 and has held it in 5 quarters since. The position peaked at $14.7M in Q4 2025. 284 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,952 shares of NCR Atleos worth $1.09M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 66,149 NCR Atleos shares in Q3 2026, an estimated $3.06M.
  • NCR Atleos made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2112 holding.
  • Wealth Enhancement Advisory Services first reported a position in NCR Atleos in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's NCR Atleos position peaked at $14.7M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.