Altshuler Shaham’s Royal Caribbean RCL Stock Holding History

Altshuler Shaham’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,650	Closed	-$534K	–	459
2025 Q3	$534K	Hold	1,650	–	–	0.01%	118
2025 Q2	$517K	Hold	1,650	–	–	0.02%	106
2025 Q1	$339K	Buy	+1,650	New	+$389K	0.01%	109
2020 Q4	–	Sell	-560	Closed	-$36K	–	457
2020 Q3	$36K	Buy	+560	New	+$33K	﹤0.01%	264
2020 Q2	–	Sell	-26,179	Closed	-$866K	–	527
2020 Q1	$866K	Sell	26,179 -894,509	-97%	-$81.7M	0.04%	56
2019 Q4	$123M	Sell	920,688 -49,381	-5%	-$5.76M	3.51%	11
2019 Q3	$104M	Buy	970,069 +197,118	+26%	+$21.7M	3.99%	8
2019 Q2	$93.7M	Buy	772,951 +21,765	+3%	+$2.65M	3.94%	8
2019 Q1	$86.1M	Buy	751,186 +5,063	+0.7%	+$576K	3.93%	8
2018 Q4	$72.9M	Buy	746,123 +668,190	+857%	+$73.2M	3.21%	11
2018 Q3	$10M	Sell	77,933 -13,011	-14%	-$1.52M	0.53%	23
2018 Q2	$9.38M	Buy	90,944 +52,087	+134%	+$5.72M	0.78%	18
2018 Q1	$4.56M	Buy	38,857 +17,197	+79%	+$2.17M	0.6%	14
2017 Q4	$2.58M	Buy	+21,660	New	+$2.68M	0.37%	19

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altshuler Shaham's RCL Position: Q4 2025 in Review

Altshuler Shaham sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,650 shares — an estimated $534K sold.

Altshuler Shaham first reported a position in RCL in Q4 2017 and held it in 14 quarters. The position peaked at $123M in Q4 2019. 1,192 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

Altshuler Shaham reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
Altshuler Shaham sold 1,650 Royal Caribbean shares in Q4 2025, an estimated $534K.
Altshuler Shaham first reported a position in Royal Caribbean in Q4 2017 and held it in 14 quarters.
Altshuler Shaham's Royal Caribbean position peaked at $123M in Q4 2019.
1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.