PWPS
NCLH icon

Pinnacle Wealth Planning Services’s Norwegian Cruise Line NCLH Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$73.5K Buy
3,929
+66
+2% +$1.44K 0.01% 986
2025
Q4 		$86.2K Buy
+3,863
New +$81.6K 0.01% 861
2021
Q1 		– Sell
-5,326
Closed -$135K – 1367
2020
Q4 		$135K Buy
+5,326
New +$111K 0.03% 372

Other funds holding NCLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's NCLH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Norwegian Cruise Line (NCLH) stake by 1.7% in Q1 2026, buying an estimated $1.44K and bringing the position to 3,929 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #986.

Pinnacle Wealth Planning Services first reported a position in NCLH in Q4 2020 and has held it in 3 quarters since. The position peaked at $135K in Q4 2020. 634 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,929 shares of Norwegian Cruise Line worth $73.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 66 Norwegian Cruise Line shares in Q1 2026, an estimated $1.44K.
  • Norwegian Cruise Line made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #986 holding.
  • Pinnacle Wealth Planning Services first reported a position in Norwegian Cruise Line in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Norwegian Cruise Line position peaked at $135K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.