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United Financial Planning Group’s Norwegian Cruise Line NCLH Stock Holding History

United Financial Planning Group’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 		– Sell
-12
Closed -$268 – 560
2025
Q4 		$268 Buy
+12
New +$253 ﹤0.01% 443

Other funds holding NCLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

United Financial Planning Group's NCLH Position: Q1 2026 in Review

United Financial Planning Group sold out of Norwegian Cruise Line (NCLH) in Q1 2026, closing a stake of 12 shares — an estimated $268 sold.

United Financial Planning Group first reported a position in NCLH in Q4 2025 and held it in 1 quarter. The position peaked at $268 in Q4 2025. 641 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • United Financial Planning Group reported no remaining Norwegian Cruise Line position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 12 Norwegian Cruise Line shares in Q1 2026, an estimated $268.
  • United Financial Planning Group first reported a position in Norwegian Cruise Line in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Norwegian Cruise Line position peaked at $268 in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.