WA
NATL icon

Whipplewood Advisors’s NCR Atleos NATL Stock Holding History

Whipplewood 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
2026
Q2 		$304 Hold
7
– – ﹤0.01% 622
2026
Q1 		$305 Hold
7
– – ﹤0.01% 1015
2025
Q4 		$267 Hold
7
– – ﹤0.01% 489
2025
Q3 		$275 Hold
7
– – ﹤0.01% 291
2025
Q2 		$200 Sell
7
-8
-53% -$216 ﹤0.01% 1176
2025
Q1 		$185 Buy
15
+8
+114% +$238 ﹤0.01% 1188
2024
Q4 		$237 Buy
+7
New +$212 ﹤0.01% 1159

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's NATL Position: Q2 2026 in Review

Whipplewood Advisors held its NCR Atleos (NATL) position steady in Q2 2026 at 7 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Whipplewood Advisors first reported a position in NATL in Q4 2024 and has held it in 7 quarters since. The position peaked at $305 in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Whipplewood Advisors held 7 shares of NCR Atleos worth $304 as of Q2 2026.
  • Whipplewood Advisors left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #622 holding.
  • Whipplewood Advisors first reported a position in NCR Atleos in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's NCR Atleos position peaked at $305 in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.