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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Norwegian Cruise Line NCLH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$5.8K Hold
275
– – ﹤0.01% 1756
2026
Q1 		$5.14K Sell
275
-33
-11% -$721 ﹤0.01% 1833
2025
Q4 		$6.88K Sell
308
-16
-5% -$338 ﹤0.01% 1767
2025
Q3 		$7.98K Sell
324
-3,150
-91% -$76.5K ﹤0.01% 1658
2025
Q2 		$70.5K Sell
3,474
-4
-0.1% -$72 0.01% 806
2025
Q1 		$65.9K Buy
3,478
+328
+10% +$7.9K 0.01% 840
2024
Q4 		$81K Hold
3,150
– – 0.01% 721
2024
Q3 		$64.6K Buy
+3,150
New +$57.2K 0.01% 842

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 $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NCLH Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Norwegian Cruise Line (NCLH) position steady in Q2 2026 at 275 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NCLH in Q3 2024 and has held it in 8 quarters since. The position peaked at $81K in Q4 2024. 643 funds tracked by Wall St. Rank hold NCLH as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 275 shares of Norwegian Cruise Line worth $5.8K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its Norwegian Cruise Line share count unchanged in Q2 2026.
  • Norwegian Cruise Line made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1756 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Norwegian Cruise Line in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Norwegian Cruise Line position peaked at $81K in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.