Geode Capital Management
NCL icon

Geode Capital Management’s Northann Corp NCL Stock Holding History

Geode Capital Management’s Portfolio NCL Stock Details NCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.6K Buy
311,765
+58,966
+23% +$9.37K ﹤0.01% 4247
2026
Q1 		$36.2K Buy
252,799
+152,779
+153% +$27.5K ﹤0.01% 4377
2025
Q4 		$27.3K Buy
100,020
+49,482
+98% +$25.5K ﹤0.01% 4341
2025
Q3 		$52.2K Buy
50,538
+28,049
+125% +$36.1K ﹤0.01% 4284
2025
Q2 		$28.8K Buy
22,489
+10,086
+81% +$34.2K ﹤0.01% 4319
2025
Q1 		$19.9K Buy
12,403
+7,643
+161% +$15.1K ﹤0.01% 4345
2024
Q4 		$10.4K Hold
4,760
– – ﹤0.01% 4442
2024
Q3 		$6.85K Buy
+4,760
New +$7.99K ﹤0.01% 4503

Other funds holding NCL

VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Geode Capital Management's NCL Position: Q2 2026 in Review

Geode Capital Management increased its Northann Corp (NCL) stake by 23% in Q2 2026, buying an estimated $9.37K and bringing the position to 311,765 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

Geode Capital Management first reported a position in NCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.2K in Q3 2025. 9 funds tracked by Wall St. Rank hold NCL as of Q2 2026.

  • Geode Capital Management held 311,765 shares of Northann Corp worth $49.6K as of Q2 2026.
  • Geode Capital Management bought 58,966 Northann Corp shares in Q2 2026, an estimated $9.37K.
  • Northann Corp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #4247 holding.
  • Geode Capital Management first reported a position in Northann Corp in Q3 2024 and has held it in 8 quarters since.
  • Geode Capital Management's Northann Corp position peaked at $52.2K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Northann Corp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.