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Mount Yale Investment Advisors’s Norwegian Cruise Line NCLH Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-122
Closed -$2.47K – 1263
2025
Q2 		$2.47K Buy
+122
New +$2.18K ﹤0.01% 1311
2018
Q3 		– Sell
-574
Closed -$27K – 984
2018
Q2 		$27K Hold
574
– – 0.01% 739
2018
Q1 		$30K Buy
+574
New +$32.6K 0.01% 710

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 $484B AUM 34.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's NCLH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Norwegian Cruise Line (NCLH) in Q3 2025, closing a stake of 122 shares — an estimated $2.47K sold.

Mount Yale Investment Advisors first reported a position in NCLH in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2018. 645 funds tracked by Wall St. Rank hold NCLH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Norwegian Cruise Line position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 122 Norwegian Cruise Line shares in Q3 2025, an estimated $2.47K.
  • Mount Yale Investment Advisors first reported a position in Norwegian Cruise Line in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Norwegian Cruise Line position peaked at $30K in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.