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

Physician 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	$7.81K	Buy	370 +19	+5%	+$355	﹤0.01%	942
2026 Q1	$6.56K	Hold	351	–	–	﹤0.01%	922
2025 Q4	$7.83K	Hold	351	–	–	﹤0.01%	843
2025 Q3	$8.65K	Hold	351	–	–	﹤0.01%	784
2025 Q2	$7.12K	Buy	351 +58	+20%	+$1.04K	﹤0.01%	717
2025 Q1	$5.56K	Hold	293	–	–	﹤0.01%	717
2024 Q4	$7.54K	Buy	+293	New	+$7.41K	﹤0.01%	675

Other funds holding NCLH

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

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

Physician Wealth Advisors increased its Norwegian Cruise Line (NCLH) stake by 5.4% in Q2 2026, buying an estimated $355 and bringing the position to 370 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Physician Wealth Advisors first reported a position in NCLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.65K in Q3 2025. 251 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

Physician Wealth Advisors held 370 shares of Norwegian Cruise Line worth $7.81K as of Q2 2026.
Physician Wealth Advisors bought 19 Norwegian Cruise Line shares in Q2 2026, an estimated $355.
Norwegian Cruise Line made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #942 holding.
Physician Wealth Advisors first reported a position in Norwegian Cruise Line in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Norwegian Cruise Line position peaked at $8.65K in Q3 2025.
251 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.