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Carolinas Wealth Consulting’s Norwegian Cruise Line NCLH Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-15
Closed -$284 – 615
2025
Q1 		$284 Hold
15
– – ﹤0.01% 994
2024
Q4 		$386 Hold
15
– – ﹤0.01% 1027
2024
Q3 		$308 Buy
+15
New +$272 ﹤0.01% 1037
2021
Q2 		– Sell
-750
Closed -$21K – 981
2021
Q1 		$21K Hold
750
– – 0.01% 504
2020
Q4 		$19K Buy
+750
New +$15.6K 0.01% 485

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's NCLH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Norwegian Cruise Line (NCLH) in Q2 2025, closing a stake of 15 shares — an estimated $284 sold.

Carolinas Wealth Consulting first reported a position in NCLH in Q4 2020 and held it in 5 quarters. The position peaked at $21K in Q1 2021. 617 funds tracked by Wall St. Rank hold NCLH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Norwegian Cruise Line position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15 Norwegian Cruise Line shares in Q2 2025, an estimated $284.
  • Carolinas Wealth Consulting first reported a position in Norwegian Cruise Line in Q4 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Norwegian Cruise Line position peaked at $21K in Q1 2021.
  • 617 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.