Creative Planning
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Creative Planning’s Norwegian Cruise Line NCLH Stock Holding History

Creative Planning’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
2022
Q2 		– Sell
-2,000
Closed -$44K – 2446
2022
Q1 		$44K Buy
+2,000
New +$40.9K ﹤0.01% 2073
2021
Q2 		– Sell
-22,400
Closed -$29K – 2403
2021
Q1 		$29K Buy
22,400
+20,800
+1,300% +$554K ﹤0.01% 2409
2020
Q4 		$3K Buy
+1,600
New +$33.4K ﹤0.01% 2285
2020
Q2 		– Sell
-7,500
Closed -$1K – 2089
2020
Q1 		$1K Buy
+7,500
New +$302K ﹤0.01% 1852

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

Creative Planning's NCLH Position: Q1 2026 in Review

Creative Planning reduced its Norwegian Cruise Line (NCLH) stake by 17% in Q1 2026, selling an estimated $1.22M and leaving 268,703 shares worth $5.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Creative Planning first reported a position in NCLH in Q3 2015 and has held it in 43 quarters since. The position peaked at $15.5M in Q4 2021. 634 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Creative Planning held 268,703 shares of Norwegian Cruise Line worth $5.02M as of Q1 2026.
  • Creative Planning sold 55,926 Norwegian Cruise Line shares in Q1 2026, an estimated $1.22M.
  • Norwegian Cruise Line made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1197 holding.
  • Creative Planning first reported a position in Norwegian Cruise Line in Q3 2015 and has held it in 43 quarters since.
  • Creative Planning's Norwegian Cruise Line position peaked at $15.5M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.