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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
Q2 		$85K Buy
4,028
+99
+3% +$1.85K 0.01% 954
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

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

Pinnacle Wealth Planning Services's NCLH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Norwegian Cruise Line (NCLH) stake by 2.5% in Q2 2026, buying an estimated $1.85K and bringing the position to 4,028 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #954.

Pinnacle Wealth Planning Services first reported a position in NCLH in Q4 2020 and has held it in 4 quarters since. The position peaked at $135K in Q4 2020. 636 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,028 shares of Norwegian Cruise Line worth $85K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 99 Norwegian Cruise Line shares in Q2 2026, an estimated $1.85K.
  • Norwegian Cruise Line made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #954 holding.
  • Pinnacle Wealth Planning Services first reported a position in Norwegian Cruise Line in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Norwegian Cruise Line position peaked at $135K in Q4 2020.
  • 636 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.