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AE Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

AE Wealth Management’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,400
Closed -$3K – 1400
2020
Q3 		$3K Buy
+1,400
New +$22.2K ﹤0.01% 1267

Other funds holding NCLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

AE Wealth Management's NCLH Position: Q1 2026 in Review

AE Wealth Management increased its Norwegian Cruise Line (NCLH) stake by 7.5% in Q1 2026, buying an estimated $25.5K and bringing the position to 16,607 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

AE Wealth Management first reported a position in NCLH in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.65M in Q3 2021. 634 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • AE Wealth Management held 16,607 shares of Norwegian Cruise Line worth $311K as of Q1 2026.
  • AE Wealth Management bought 1,165 Norwegian Cruise Line shares in Q1 2026, an estimated $25.5K.
  • Norwegian Cruise Line made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1357 holding.
  • AE Wealth Management first reported a position in Norwegian Cruise Line in Q2 2019 and has held it in 25 quarters since.
  • AE Wealth Management's Norwegian Cruise Line position peaked at $2.65M in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.