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New England Research & Management’s Norwegian Cruise Line NCLH Stock Holding History

New England Research & 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 		$757K Sell
35,854
-9,621
-21% -$180K 0.29% 83
2026
Q1 		$850K Buy
45,475
+20,675
+83% +$452K 0.36% 80
2025
Q4 		$554K Sell
24,800
-11,050
-31% -$233K 0.24% 101
2025
Q3 		$883K Buy
+35,850
New +$871K 0.41% 83

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

New England Research & Management's NCLH Position: Q2 2026 in Review

New England Research & Management reduced its Norwegian Cruise Line (NCLH) stake by 21% in Q2 2026, selling an estimated $180K and leaving 35,854 shares worth $757K. The position accounts for 0.29% of the portfolio, ranked #83.

New England Research & Management first reported a position in NCLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $883K in Q3 2025. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • New England Research & Management held 35,854 shares of Norwegian Cruise Line worth $757K as of Q2 2026.
  • New England Research & Management sold 9,621 Norwegian Cruise Line shares in Q2 2026, an estimated $180K.
  • Norwegian Cruise Line made up 0.29% of New England Research & Management's portfolio in Q2 2026, its #83 holding.
  • New England Research & Management first reported a position in Norwegian Cruise Line in Q3 2025 and has held it in 4 quarters since.
  • New England Research & Management's Norwegian Cruise Line position peaked at $883K in Q3 2025.
  • 633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.