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Wealth Management Partners’s Norwegian Cruise Line NCLH Stock Holding History

Wealth Management Partners’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
-9,360
Closed -$201K – 145
2025
Q2 		$201K Sell
9,360
-1,040
-10% -$18.6K 0.07% 132
2025
Q1 		$197K Sell
10,400
-500
-5% -$12K 0.09% 112
2024
Q4 		$280K Hold
10,900
– – 0.12% 101
2024
Q3 		$224K Buy
+10,900
New +$198K 0.1% 102
2024
Q2 		– Sell
-11,100
Closed -$232K – 118
2024
Q1 		$232K Sell
11,100
-4,100
-27% -$74.6K 0.12% 105
2023
Q4 		$305K Sell
15,200
-1,400
-8% -$22.5K 0.17% 91
2023
Q3 		$274K Buy
16,600
+800
+5% +$14.8K 0.17% 91
2023
Q2 		$344K Buy
15,800
+3,400
+27% +$52K 0.22% 82
2023
Q1 		$167K Buy
+12,400
New +$186K 0.12% 111

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

Wealth Management Partners's NCLH Position: Q3 2025 in Review

Wealth Management Partners sold out of Norwegian Cruise Line (NCLH) in Q3 2025, closing a stake of 9,360 shares — an estimated $201K sold.

Wealth Management Partners first reported a position in NCLH in Q1 2023 and held it in 9 quarters. The position peaked at $344K in Q2 2023. 645 funds tracked by Wall St. Rank hold NCLH as of Q3 2025.

  • Wealth Management Partners reported no remaining Norwegian Cruise Line position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Partners sold 9,360 Norwegian Cruise Line shares in Q3 2025, an estimated $201K.
  • Wealth Management Partners first reported a position in Norwegian Cruise Line in Q1 2023 and held it in 9 quarters.
  • Wealth Management Partners's Norwegian Cruise Line position peaked at $344K in Q2 2023.
  • 645 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2025.

Based on Wealth Management Partners's 13F filing for Q3 2025, filed 21 Oct 2025.