BFS
NCLH icon

Burkett Financial Services’s Norwegian Cruise Line NCLH Stock Holding History

Burkett Financial Services’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
Q3 		$1.47K Hold
100
– – ﹤0.01% 356
2026
Q2 		$2.11K Hold
100
– – ﹤0.01% 238
2026
Q1 		$1.87K Hold
100
– – ﹤0.01% 222
2025
Q4 		$2.23K Hold
100
– – ﹤0.01% 203
2025
Q3 		$2.46K Hold
100
– – ﹤0.01% 197
2025
Q2 		$2.03K Hold
100
– – ﹤0.01% 201
2025
Q1 		$1.9K Hold
100
– – ﹤0.01% 229
2024
Q4 		$2.57K Hold
100
– – ﹤0.01% 188
2024
Q3 		$2.05K Hold
100
– – ﹤0.01% 191
2024
Q2 		$1.88K Hold
100
– – ﹤0.01% 175
2024
Q1 		$2.09K Hold
100
– – ﹤0.01% 177
2023
Q4 		$2K Buy
+100
New +$1.6K ﹤0.01% 175

Other funds holding NCLH

MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's NCLH Position: Q3 2026 in Review

Burkett Financial Services held its Norwegian Cruise Line (NCLH) position steady in Q3 2026 at 100 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Burkett Financial Services first reported a position in NCLH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.57K in Q4 2024. 20 funds tracked by Wall St. Rank hold NCLH as of Q3 2026.

  • Burkett Financial Services held 100 shares of Norwegian Cruise Line worth $1.47K as of Q3 2026.
  • Burkett Financial Services left its Norwegian Cruise Line share count unchanged in Q3 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #356 holding.
  • Burkett Financial Services first reported a position in Norwegian Cruise Line in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Norwegian Cruise Line position peaked at $2.57K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.