Root Financial Partners
NCLH icon

Root Financial Partners’s Norwegian Cruise Line NCLH Stock Holding History

Root Financial Partners’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 		$41.2K Buy
+2,811
New +$49.2K ﹤0.01% 1179
2026
Q2 		– Sell
-4,258
Closed -$79.6K – 2161
2026
Q1 		$79.6K Sell
4,258
-27
-0.6% -$590 ﹤0.01% 665
2025
Q4 		$95.6K Buy
4,285
+831
+24% +$17.5K ﹤0.01% 479
2025
Q3 		$85.1K Buy
+3,454
New +$83.9K 0.01% 492

Other funds holding NCLH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Root Financial Partners's NCLH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Norwegian Cruise Line (NCLH) in Q3 2026: 2,811 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NCLH as recently as Q1 2026.

Root Financial Partners first reported a position in NCLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.6K in Q4 2025. 369 funds tracked by Wall St. Rank hold NCLH as of Q3 2026.

  • Root Financial Partners held 2,811 shares of Norwegian Cruise Line worth $41.2K as of Q3 2026.
  • Norwegian Cruise Line was a new Root Financial Partners position in Q3 2026.
  • Norwegian Cruise Line made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1179 holding.
  • Root Financial Partners first reported a position in Norwegian Cruise Line in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Norwegian Cruise Line position peaked at $95.6K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.