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United Capital Financial Advisors’s Norwegian Cruise Line NCLH Stock Holding History

United Capital Financial 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 		$312K Buy
14,798
+81
+0.6% +$1.51K ﹤0.01% 1346
2026
Q1 		$275K Buy
14,717
+261
+2% +$5.7K ﹤0.01% 1394
2025
Q4 		$323K Sell
14,456
-987
-6% -$20.8K ﹤0.01% 1133
2025
Q3 		$380K Buy
15,443
+677
+5% +$16.4K ﹤0.01% 950
2025
Q2 		$299K Buy
14,766
+332
+2% +$5.94K ﹤0.01% 926
2025
Q1 		$274K Buy
14,434
+506
+4% +$12.2K ﹤0.01% 920
2024
Q4 		$358K Buy
13,928
+498
+4% +$12.6K ﹤0.01% 831
2024
Q3 		$275K Buy
13,430
+385
+3% +$6.99K ﹤0.01% 906
2024
Q2 		$245K Buy
13,045
+979
+8% +$17.2K ﹤0.01% 920
2024
Q1 		$253K Sell
12,066
-247
-2% -$4.49K ﹤0.01% 933
2023
Q4 		$247K Buy
+12,313
New +$198K ﹤0.01% 938
2021
Q4 		– Sell
-9,355
Closed -$250K – 1232
2021
Q3 		$250K Buy
9,355
+409
+5% +$10.4K ﹤0.01% 1073
2021
Q2 		$263K Buy
8,946
+1,025
+13% +$30.9K ﹤0.01% 1056
2021
Q1 		$219K Sell
7,921
-120
-1% -$3.19K ﹤0.01% 1088
2020
Q4 		$204K Buy
+8,041
New +$168K ﹤0.01% 1123
2019
Q3 		– Sell
-11,209
Closed -$601K – 1422
2019
Q2 		$601K Sell
11,209
-505
-4% -$28.1K ﹤0.01% 981
2019
Q1 		$644K Sell
11,714
-1,099
-9% -$56.6K ﹤0.01% 903
2018
Q4 		$543K Sell
12,813
-5,570
-30% -$270K ﹤0.01% 894
2018
Q3 		$1.05M Sell
18,383
-546
-3% -$28.3K 0.01% 768
2018
Q2 		$894K Buy
18,929
+979
+5% +$51.5K 0.01% 788
2018
Q1 		$951K Buy
17,950
+942
+6% +$53.6K 0.01% 784
2017
Q4 		$906K Sell
17,008
-1,127
-6% -$62.4K 0.01% 808
2017
Q3 		$980K Buy
+18,135
New +$1.01M 0.01% 783

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

United Capital Financial Advisors's NCLH Position: Q2 2026 in Review

United Capital Financial Advisors increased its Norwegian Cruise Line (NCLH) stake by 0.55% in Q2 2026, buying an estimated $1.51K and bringing the position to 14,798 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

United Capital Financial Advisors first reported a position in NCLH in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.05M in Q3 2018. 633 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • United Capital Financial Advisors held 14,798 shares of Norwegian Cruise Line worth $312K as of Q2 2026.
  • United Capital Financial Advisors bought 81 Norwegian Cruise Line shares in Q2 2026, an estimated $1.51K.
  • Norwegian Cruise Line made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1346 holding.
  • United Capital Financial Advisors first reported a position in Norwegian Cruise Line in Q3 2017 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Norwegian Cruise Line position peaked at $1.05M in Q3 2018.
  • 633 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.