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Atria Wealth Solutions’s Norwegian Cruise Line NCLH Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-30,993
Closed -$797K – 2007
2024
Q4 		$797K Buy
+30,993
New +$783K 0.01% 1023
2023
Q4 		– Sell
-14,091
Closed -$232K – 1993
2023
Q3 		$232K Sell
14,091
-10,474
-43% -$193K ﹤0.01% 1585
2023
Q2 		$535K Sell
24,565
-3,501
-12% -$53.6K 0.01% 1123
2023
Q1 		$377K Buy
28,066
+4,634
+20% +$69.4K 0.01% 1296
2022
Q4 		$287K Sell
23,432
-70
-0.3% -$1.05K ﹤0.01% 1387
2022
Q3 		$267K Sell
23,502
-4,962
-17% -$65.3K ﹤0.01% 1371
2022
Q2 		$316K Sell
28,464
-23,745
-45% -$398K 0.01% 1192
2022
Q1 		$1.14M Buy
+52,209
New +$1.07M 0.02% 673

Other funds holding NCLH

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's NCLH Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Norwegian Cruise Line (NCLH) in Q1 2025, closing a stake of 30,993 shares — an estimated $797K sold.

Atria Wealth Solutions first reported a position in NCLH in Q1 2022 and held it in 8 quarters. The position peaked at $1.14M in Q1 2022. 644 funds tracked by Wall St. Rank hold NCLH as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Norwegian Cruise Line position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 30,993 Norwegian Cruise Line shares in Q1 2025, an estimated $797K.
  • Atria Wealth Solutions first reported a position in Norwegian Cruise Line in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Norwegian Cruise Line position peaked at $1.14M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.