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Balboa Wealth Partners’s Norwegian Cruise Line NCLH Stock Holding History

Balboa Wealth Partners’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
-8,134
Closed -$209K – 360
2024
Q4 		$209K Buy
+8,134
New +$206K 0.05% 270

Other funds holding NCLH

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balboa Wealth Partners's NCLH Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Norwegian Cruise Line (NCLH) in Q1 2025, closing a stake of 8,134 shares — an estimated $209K sold.

Balboa Wealth Partners first reported a position in NCLH in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 643 funds tracked by Wall St. Rank hold NCLH as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Norwegian Cruise Line position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,134 Norwegian Cruise Line shares in Q1 2025, an estimated $209K.
  • Balboa Wealth Partners first reported a position in Norwegian Cruise Line in Q4 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Norwegian Cruise Line position peaked at $209K in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.