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

JFS 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 		$4.35K Buy
206
+13
+7% +$243 ﹤0.01% 1333
2026
Q1 		$3.61K Buy
193
+16
+9% +$350 ﹤0.01% 1308
2025
Q4 		$3.95K Buy
177
+19
+12% +$401 ﹤0.01% 1327
2025
Q3 		$3.89K Hold
158
– – ﹤0.01% 1215
2025
Q2 		$3.21K Buy
158
+27
+21% +$483 ﹤0.01% 1251
2025
Q1 		$2.48K Sell
131
-10
-7% -$241 ﹤0.01% 1388
2024
Q4 		$3.63K Buy
141
+31
+28% +$784 ﹤0.01% 1249
2024
Q3 		$2.26K Sell
110
-12
-10% -$218 ﹤0.01% 1430
2024
Q2 		$2.29K Buy
122
+52
+74% +$913 ﹤0.01% 1384
2024
Q1 		$1.47K Sell
70
-13
-16% -$236 ﹤0.01% 1548
2023
Q4 		$1.66K Buy
83
+16
+24% +$257 ﹤0.01% 1507
2023
Q3 		$1.1K Buy
67
+57
+570% +$1.05K ﹤0.01% 1569
2023
Q2 		$218 Hold
10
– – ﹤0.01% 1870
2023
Q1 		$135 Sell
10
-127
-93% -$1.9K ﹤0.01% 1868
2022
Q4 		$1.68K Sell
137
-70
-34% -$1.05K ﹤0.01% 1436
2022
Q3 		$2K Sell
207
-7
-3% -$92 ﹤0.01% 1355
2022
Q2 		$2K Buy
214
+56
+35% +$939 ﹤0.01% 1352
2022
Q1 		$3K Buy
158
+92
+139% +$1.88K ﹤0.01% 1282
2021
Q4 		$1K Buy
+66
New +$1.58K ﹤0.01% 1470

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

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

JFS Wealth Advisors increased its Norwegian Cruise Line (NCLH) stake by 6.7% in Q2 2026, buying an estimated $243 and bringing the position to 206 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

JFS Wealth Advisors first reported a position in NCLH in Q4 2021 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • JFS Wealth Advisors held 206 shares of Norwegian Cruise Line worth $4.35K as of Q2 2026.
  • JFS Wealth Advisors bought 13 Norwegian Cruise Line shares in Q2 2026, an estimated $243.
  • Norwegian Cruise Line made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1333 holding.
  • JFS Wealth Advisors first reported a position in Norwegian Cruise Line in Q4 2021 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.