Carson Wealth (CWM LLC)
NCLH icon

Carson Wealth (CWM LLC)’s Norwegian Cruise Line NCLH Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-500
Closed -$4K – 4410
2023
Q2 		$4K Hold
500
– – ﹤0.01% 3544
2023
Q1 		$1K Hold
500
– – ﹤0.01% 3878
2022
Q4 		$1K Hold
500
– – ﹤0.01% 3794
2022
Q3 		$1K Buy
+500
New +$6.58K ﹤0.01% 3707

Other funds holding NCLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NCLH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Norwegian Cruise Line (NCLH) stake by 59% in Q1 2026, selling an estimated $1.31M and leaving 42,385 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Carson Wealth (CWM LLC) first reported a position in NCLH in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.29M in Q4 2025. 641 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,385 shares of Norwegian Cruise Line worth $793K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 60,067 Norwegian Cruise Line shares in Q1 2026, an estimated $1.31M.
  • Norwegian Cruise Line made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1692 holding.
  • Carson Wealth (CWM LLC) first reported a position in Norwegian Cruise Line in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s Norwegian Cruise Line position peaked at $2.29M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.