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

Lodestone 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 		$1.77K Hold
84
– – ﹤0.01% 697
2026
Q1 		$1.57K Hold
84
– – ﹤0.01% 692
2025
Q4 		$1.88K Buy
+84
New +$1.77K ﹤0.01% 683

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

Lodestone Wealth Management's NCLH Position: Q2 2026 in Review

Lodestone Wealth Management held its Norwegian Cruise Line (NCLH) position steady in Q2 2026 at 84 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Lodestone Wealth Management first reported a position in NCLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88K in Q4 2025. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • Lodestone Wealth Management held 84 shares of Norwegian Cruise Line worth $1.77K as of Q2 2026.
  • Lodestone Wealth Management left its Norwegian Cruise Line share count unchanged in Q2 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #697 holding.
  • Lodestone Wealth Management first reported a position in Norwegian Cruise Line in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Norwegian Cruise Line position peaked at $1.88K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.