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McCarley & Cook Financial Planners’s Norwegian Cruise Line NCLH Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$5.64K Hold
385
– – ﹤0.01% 192
2026
Q2 		$8.13K Hold
385
– – 0.01% 168
2026
Q1 		$7.2K Hold
385
– – 0.01% 177
2025
Q4 		$8.59K Buy
+385
New +$8.13K 0.01% 160

Other funds holding NCLH

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
M.E. Allison & Co
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management Corvallis, Oregon $203M AUM 20.13% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

McCarley & Cook Financial Planners's NCLH Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Norwegian Cruise Line (NCLH) position steady in Q3 2026 at 385 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

McCarley & Cook Financial Planners first reported a position in NCLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.59K in Q4 2025. 132 funds tracked by Wall St. Rank hold NCLH as of Q3 2026.

  • McCarley & Cook Financial Planners held 385 shares of Norwegian Cruise Line worth $5.64K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Norwegian Cruise Line share count unchanged in Q3 2026.
  • Norwegian Cruise Line made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #192 holding.
  • McCarley & Cook Financial Planners first reported a position in Norwegian Cruise Line in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Norwegian Cruise Line position peaked at $8.59K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.