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Jeppson Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Jeppson 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
Q1 		$259K Buy
13,874
+3,368
+32% +$73.6K 0.08% 193
2025
Q4 		$234K Buy
+10,506
New +$222K 0.07% 197

Other funds holding NCLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Jeppson Wealth Management's NCLH Position: Q1 2026 in Review

Jeppson Wealth Management increased its Norwegian Cruise Line (NCLH) stake by 32% in Q1 2026, buying an estimated $73.6K and bringing the position to 13,874 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #193.

Jeppson Wealth Management first reported a position in NCLH in Q4 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Jeppson Wealth Management held 13,874 shares of Norwegian Cruise Line worth $259K as of Q1 2026.
  • Jeppson Wealth Management bought 3,368 Norwegian Cruise Line shares in Q1 2026, an estimated $73.6K.
  • Norwegian Cruise Line made up 0.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Jeppson Wealth Management first reported a position in Norwegian Cruise Line in Q4 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.