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Keener Financial Planning’s Norwegian Cruise Line NCLH Stock Holding History

Keener Financial Planning’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
-200
Closed -$4K – 142
2025
Q3 		$4K Buy
200
+100
+100% +$2.43K ﹤0.01% 189
2025
Q2 		$2K Buy
+100
New +$1.79K ﹤0.01% 202

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

Keener Financial Planning's NCLH Position: Q4 2025 in Review

Keener Financial Planning sold out of Norwegian Cruise Line (NCLH) in Q4 2025, closing a stake of 200 shares — an estimated $4K sold.

Keener Financial Planning first reported a position in NCLH in Q2 2025 and held it in 2 quarters. The position peaked at $4K in Q3 2025. 646 funds tracked by Wall St. Rank hold NCLH as of Q4 2025.

  • Keener Financial Planning reported no remaining Norwegian Cruise Line position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 200 Norwegian Cruise Line shares in Q4 2025, an estimated $4K.
  • Keener Financial Planning first reported a position in Norwegian Cruise Line in Q2 2025 and held it in 2 quarters.
  • Keener Financial Planning's Norwegian Cruise Line position peaked at $4K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.