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Wealthspire Advisors (New York)’s Norwegian Cruise Line NCLH Stock Holding History

Wealthspire Advisors (New York)’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
-1,434
Closed -$35.3K – 2211
2025
Q3 		$35.3K Buy
+1,434
New +$34.8K ﹤0.01% 1375
2021
Q2 		– Sell
-8,353
Closed -$230K – 562
2021
Q1 		$230K Buy
+8,353
New +$222K 0.01% 634
2019
Q1 		– Sell
-5
Closed – – 531
2018
Q4 		$0 Buy
+5
New +$242 ﹤0.01% 907

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 $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 $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s NCLH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Norwegian Cruise Line (NCLH) in Q4 2025, closing a stake of 1,434 shares — an estimated $35.3K sold.

Wealthspire Advisors (New York) first reported a position in NCLH in Q4 2018 and held it in 3 quarters. The position peaked at $230K in Q1 2021. 645 funds tracked by Wall St. Rank hold NCLH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Norwegian Cruise Line position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,434 Norwegian Cruise Line shares in Q4 2025, an estimated $35.3K.
  • Wealthspire Advisors (New York) first reported a position in Norwegian Cruise Line in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Norwegian Cruise Line position peaked at $230K in Q1 2021.
  • 645 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.