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

SOA 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	$4.12K	Hold	195	–	–	﹤0.01%	721
2026 Q1	$3.65K	Hold	195	–	–	﹤0.01%	677
2025 Q4	$4.35K	Hold	195	–	–	﹤0.01%	668
2025 Q3	$4.8K	Hold	195	–	–	﹤0.01%	670
2025 Q2	$3.96K	Hold	195	–	–	﹤0.01%	668
2025 Q1	$3.7K	Hold	195	–	–	﹤0.01%	662
2024 Q4	$5.02K	Hold	195	–	–	﹤0.01%	620
2024 Q3	$4K	Hold	195	–	–	﹤0.01%	620
2024 Q2	$3.66K	Hold	195	–	–	﹤0.01%	630
2024 Q1	$4.08K	Hold	195	–	–	﹤0.01%	630
2023 Q4	$3.91K	Hold	195	–	–	﹤0.01%	626
2023 Q3	$3.21K	Sell	195 -200	-51%	-$3.69K	﹤0.01%	666
2023 Q2	$8.6K	Hold	395	–	–	﹤0.01%	551
2023 Q1	$5.31K	Hold	395	–	–	﹤0.01%	614
2022 Q4	$4.83K	Hold	395	–	–	﹤0.01%	629
2022 Q3	$4K	Hold	395	–	–	﹤0.01%	631
2022 Q2	$4K	Buy	395 +200	+103%	+$3.35K	﹤0.01%	618
2022 Q1	$4K	Sell	195 -200	-51%	-$4.09K	﹤0.01%	722
2021 Q4	$8K	Hold	395	–	–	﹤0.01%	605
2021 Q3	$10K	Hold	395	–	–	﹤0.01%	591
2021 Q2	$11K	Hold	395	–	–	﹤0.01%	564
2021 Q1	$10K	Hold	395	–	–	﹤0.01%	517
2020 Q4	$9K	Buy	+395	New	+$8.24K	﹤0.01%	530

Other funds holding NCLH

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

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

SOA Wealth Advisors held its Norwegian Cruise Line (NCLH) position steady in Q2 2026 at 195 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

SOA Wealth Advisors first reported a position in NCLH in Q4 2020 and has held it in 23 quarters since. The position peaked at $11K in Q2 2021. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

SOA Wealth Advisors held 195 shares of Norwegian Cruise Line worth $4.12K as of Q2 2026.
SOA Wealth Advisors left its Norwegian Cruise Line share count unchanged in Q2 2026.
Norwegian Cruise Line made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #721 holding.
SOA Wealth Advisors first reported a position in Norwegian Cruise Line in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Norwegian Cruise Line position peaked at $11K in Q2 2021.
633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.