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Cherry Tree Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Cherry Tree 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
2026
Q1 		$14K Hold
750
– – ﹤0.01% 377
2025
Q4 		$16.7K Buy
+750
New +$15.8K ﹤0.01% 371

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 $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's NCLH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Norwegian Cruise Line (NCLH) position steady in Q1 2026 at 750 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Cherry Tree Wealth Management first reported a position in NCLH in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.7K in Q4 2025. 640 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Cherry Tree Wealth Management held 750 shares of Norwegian Cruise Line worth $14K as of Q1 2026.
  • Cherry Tree Wealth Management left its Norwegian Cruise Line share count unchanged in Q1 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #377 holding.
  • Cherry Tree Wealth Management first reported a position in Norwegian Cruise Line in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's Norwegian Cruise Line position peaked at $16.7K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.