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Hopwood Financial Services’s Norwegian Cruise Line NCLH Stock Holding History

Hopwood Financial Services’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
-700
Closed -$17.2K – 216
2025
Q3 		$17.2K Sell
700
-150
-18% -$3.64K 0.01% 223
2025
Q2 		$17.2K Hold
850
– – 0.01% 206
2025
Q1 		$16.1K Sell
850
-150
-15% -$3.61K 0.01% 209
2024
Q4 		$25.7K Buy
+1,000
New +$25.3K 0.02% 187

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

Hopwood Financial Services's NCLH Position: Q4 2025 in Review

Hopwood Financial Services sold out of Norwegian Cruise Line (NCLH) in Q4 2025, closing a stake of 700 shares — an estimated $17.2K sold.

Hopwood Financial Services first reported a position in NCLH in Q4 2024 and held it in 4 quarters. The position peaked at $25.7K in Q4 2024. 646 funds tracked by Wall St. Rank hold NCLH as of Q4 2025.

  • Hopwood Financial Services reported no remaining Norwegian Cruise Line position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 700 Norwegian Cruise Line shares in Q4 2025, an estimated $17.2K.
  • Hopwood Financial Services first reported a position in Norwegian Cruise Line in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Norwegian Cruise Line position peaked at $25.7K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.