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Institute for Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Institute for Wealth Management’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 		$35.6K Buy
+1,687
New +$31.5K ﹤0.01% 971
2020
Q1 		– Sell
-5,245
Closed -$306K – 576
2019
Q4 		$306K Buy
+5,245
New +$277K 0.07% 343

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
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

Institute for Wealth Management's NCLH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Norwegian Cruise Line (NCLH) in Q2 2026: 1,687 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NCLH as recently as Q4 2019.

Institute for Wealth Management first reported a position in NCLH in Q4 2019 and has held it in 2 quarters since. The position peaked at $306K in Q4 2019. 638 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • Institute for Wealth Management held 1,687 shares of Norwegian Cruise Line worth $35.6K as of Q2 2026.
  • Norwegian Cruise Line was a new Institute for Wealth Management position in Q2 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #971 holding.
  • Institute for Wealth Management first reported a position in Norwegian Cruise Line in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Norwegian Cruise Line position peaked at $306K in Q4 2019.
  • 638 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.