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Asset Planning Inc’s Norwegian Cruise Line NCLH Stock Holding History

Asset Planning Inc’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
2026
Q1 		$1.87K Hold
100
– – ﹤0.01% 281
2025
Q4 		$2.23K Hold
100
– – ﹤0.01% 276
2025
Q3 		$2.46K Hold
100
– – ﹤0.01% 267
2025
Q2 		$2.03K Hold
100
– – ﹤0.01% 268
2025
Q1 		$1.9K Hold
100
– – ﹤0.01% 282
2024
Q4 		$2.57K Buy
+100
New +$2.53K ﹤0.01% 280

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

Asset Planning Inc's NCLH Position: Q1 2026 in Review

Asset Planning Inc held its Norwegian Cruise Line (NCLH) position steady in Q1 2026 at 100 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Asset Planning Inc first reported a position in NCLH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.57K in Q4 2024. 634 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Asset Planning Inc held 100 shares of Norwegian Cruise Line worth $1.87K as of Q1 2026.
  • Asset Planning Inc left its Norwegian Cruise Line share count unchanged in Q1 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #281 holding.
  • Asset Planning Inc first reported a position in Norwegian Cruise Line in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Norwegian Cruise Line position peaked at $2.57K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.