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Optimize Financial’s Norwegian Cruise Line NCLH Stock Holding History

Optimize Financial’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
-33,648
Closed -$682K – 397
2025
Q2 		$682K Sell
33,648
-242
-0.7% -$4.33K 0.42% 68
2025
Q1 		$643K Buy
33,890
+3,937
+13% +$94.8K 0.24% 74
2024
Q4 		$771K Buy
+29,953
New +$757K 0.58% 44

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 $3.37T AUM 44.26% 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

Optimize Financial's NCLH Position: Q3 2025 in Review

Optimize Financial sold out of Norwegian Cruise Line (NCLH) in Q3 2025, closing a stake of 33,648 shares — an estimated $682K sold.

Optimize Financial first reported a position in NCLH in Q4 2024 and held it in 3 quarters. The position peaked at $771K in Q4 2024. 645 funds tracked by Wall St. Rank hold NCLH as of Q3 2025.

  • Optimize Financial reported no remaining Norwegian Cruise Line position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 33,648 Norwegian Cruise Line shares in Q3 2025, an estimated $682K.
  • Optimize Financial first reported a position in Norwegian Cruise Line in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Norwegian Cruise Line position peaked at $771K in Q4 2024.
  • 645 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.