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EverSource Wealth Advisors’s Norwegian Cruise Line NCLH Stock Holding History

EverSource Wealth Advisors’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
Q2 		$447K Sell
21,157
-2,134
-9% -$39.8K 0.02% 601
2026
Q1 		$436K Sell
23,291
-4,091
-15% -$89.4K 0.01% 658
2025
Q4 		$611K Buy
27,382
+5,853
+27% +$124K 0.02% 476
2025
Q3 		$530K Sell
21,529
-379
-2% -$9.21K 0.02% 479
2025
Q2 		$444K Buy
21,908
+493
+2% +$8.82K 0.02% 504
2025
Q1 		$406K Sell
21,415
-2,730
-11% -$65.7K 0.02% 433
2024
Q4 		$621K Sell
24,145
-1,986
-8% -$50.2K 0.03% 326
2024
Q3 		$536K Sell
26,131
-1,380
-5% -$25.1K 0.03% 312
2024
Q2 		$507K Sell
27,511
-11,908
-30% -$209K 0.03% 313
2024
Q1 		$746K Sell
39,419
-4,100
-9% -$74.6K 0.06% 221
2023
Q4 		$872K Sell
43,519
-692
-2% -$11.1K 0.08% 178
2023
Q3 		$729K Buy
44,211
+251
+0.6% +$4.63K 0.08% 186
2023
Q2 		$957K Sell
43,960
-10,861
-20% -$166K 0.11% 160
2023
Q1 		$737K Sell
54,821
-10,160
-16% -$152K 0.09% 170
2022
Q4 		$795K Buy
64,981
+64,405
+11,181% +$970K 0.12% 139
2022
Q3 		$7K Buy
576
+84
+17% +$1.11K ﹤0.01% 1247
2022
Q2 		$5K Sell
492
-401
-45% -$6.72K ﹤0.01% 1274
2022
Q1 		$19K Buy
893
+293
+49% +$5.99K ﹤0.01% 724
2021
Q4 		$13K Buy
+600
New +$14.3K ﹤0.01% 854

Other funds holding NCLH

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
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

EverSource Wealth Advisors's NCLH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Norwegian Cruise Line (NCLH) stake by 9.2% in Q2 2026, selling an estimated $39.8K and leaving 21,157 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #601.

EverSource Wealth Advisors first reported a position in NCLH in Q4 2021 and has held it in 19 quarters since. The position peaked at $957K in Q2 2023. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • EverSource Wealth Advisors held 21,157 shares of Norwegian Cruise Line worth $447K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,134 Norwegian Cruise Line shares in Q2 2026, an estimated $39.8K.
  • Norwegian Cruise Line made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #601 holding.
  • EverSource Wealth Advisors first reported a position in Norwegian Cruise Line in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Norwegian Cruise Line position peaked at $957K in Q2 2023.
  • 633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.