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Evergreen Private Wealth’s Norwegian Cruise Line NCLH Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-50
Closed -$1.23K – 175
2025
Q3 		$1.23K Hold
50
– – ﹤0.01% 226
2025
Q2 		$1.01K Hold
50
– – ﹤0.01% 278
2025
Q1 		$948 Hold
50
– – ﹤0.01% 175
2024
Q4 		$1.29K Hold
50
– – ﹤0.01% 184
2024
Q3 		$1.03K Hold
50
– – ﹤0.01% 188
2024
Q2 		$940 Hold
50
– – ﹤0.01% 194
2024
Q1 		$1.05K Hold
50
– – ﹤0.01% 197
2023
Q4 		$1K Buy
+50
New +$802 ﹤0.01% 209

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 $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Evergreen Private Wealth's NCLH Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Norwegian Cruise Line (NCLH) in Q4 2025, closing a stake of 50 shares — an estimated $1.23K sold.

Evergreen Private Wealth first reported a position in NCLH in Q4 2023 and held it in 8 quarters. The position peaked at $1.29K in Q4 2024. 646 funds tracked by Wall St. Rank hold NCLH as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Norwegian Cruise Line position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 50 Norwegian Cruise Line shares in Q4 2025, an estimated $1.23K.
  • Evergreen Private Wealth first reported a position in Norwegian Cruise Line in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Norwegian Cruise Line position peaked at $1.29K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.