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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Creative Planning's NCLH Position: Q2 2026 in Review

Creative Planning increased its Norwegian Cruise Line (NCLH) stake by 0.01% in Q2 2026, buying an estimated $485 and bringing the position to 268,729 shares worth $5.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Creative Planning first reported a position in NCLH in Q3 2015 and has held it in 44 quarters since. The position peaked at $15.5M in Q4 2021. 636 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

Creative Planning held 268,729 shares of Norwegian Cruise Line worth $5.67M as of Q2 2026.
Creative Planning bought 26 Norwegian Cruise Line shares in Q2 2026, an estimated $485.
Norwegian Cruise Line made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1302 holding.
Creative Planning first reported a position in Norwegian Cruise Line in Q3 2015 and has held it in 44 quarters since.
Creative Planning's Norwegian Cruise Line position peaked at $15.5M in Q4 2021.
636 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.