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BFC Planning, Inc.’s Norwegian Cruise Line NCLH Stock Holding History

BFC Planning, Inc.’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 		$6.44K Hold
305
– – ﹤0.01% 2575
2026
Q1 		$5.7K Buy
305
+72
+31% +$1.57K ﹤0.01% 2259
2025
Q4 		$5.2K Sell
233
-16
-6% -$338 ﹤0.01% 2345
2025
Q3 		$6.13K Sell
249
-3,000
-92% -$72.9K ﹤0.01% 2123
2025
Q2 		$65.9K Sell
3,249
-4
-0.1% -$72 0.01% 1026
2025
Q1 		$61.7K Sell
3,253
-247
-7% -$5.95K 0.01% 1026
2024
Q4 		$90.1K Buy
+3,500
New +$88.5K 0.01% 912

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 $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

BFC Planning, Inc.'s NCLH Position: Q2 2026 in Review

BFC Planning, Inc. held its Norwegian Cruise Line (NCLH) position steady in Q2 2026 at 305 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

BFC Planning, Inc. first reported a position in NCLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.1K in Q4 2024. 643 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • BFC Planning, Inc. held 305 shares of Norwegian Cruise Line worth $6.44K as of Q2 2026.
  • BFC Planning, Inc. left its Norwegian Cruise Line share count unchanged in Q2 2026.
  • Norwegian Cruise Line made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2575 holding.
  • BFC Planning, Inc. first reported a position in Norwegian Cruise Line in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Norwegian Cruise Line position peaked at $90.1K in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.