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Transform Wealth’s Norwegian Cruise Line NCLH Stock Holding History

Transform 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
Q1 		$6.03M Buy
+317,943
New +$7.66M 0.37% 68

Other funds holding NCLH

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Transform Wealth's NCLH Position: Q1 2025 in Review

Transform Wealth opened a new position in Norwegian Cruise Line (NCLH) in Q1 2025: 317,943 shares worth $6.03M. The stake represents 0.37% of the portfolio and ranks #68 among its holdings.

643 funds tracked by Wall St. Rank hold NCLH as of Q1 2025.

  • Transform Wealth held 317,943 shares of Norwegian Cruise Line worth $6.03M as of Q1 2025.
  • Norwegian Cruise Line was a new Transform Wealth position in Q1 2025.
  • Norwegian Cruise Line made up 0.37% of Transform Wealth's portfolio in Q1 2025, its #68 holding.
  • 643 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.