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Brass Tax Wealth Management’s Royal Caribbean RCL Stock Holding History

Brass Tax Wealth Management’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
Q3 		$788K Hold
2,435
– – 0.13% 83
2025
Q2 		$762K Hold
2,435
– – 0.15% 76
2025
Q1 		$500K Sell
2,435
-75
-3% -$17.7K 0.11% 101
2024
Q4 		$579K Hold
2,510
– – 0.12% 88
2024
Q3 		$445K Sell
2,510
-780
-24% -$126K 0.1% 100
2024
Q2 		$525K Hold
3,290
– – 0.23% 60
2024
Q1 		$457K Buy
+3,290
New +$411K 0.24% 54

Other funds holding RCL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brass Tax Wealth Management's RCL Position: Q3 2025 in Review

Brass Tax Wealth Management held its Royal Caribbean (RCL) position steady in Q3 2025 at 2,435 shares worth $788K. The position accounts for 0.13% of the portfolio, ranked #83.

Brass Tax Wealth Management first reported a position in RCL in Q1 2024 and has held it in 7 quarters since. 1,191 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

  • Brass Tax Wealth Management held 2,435 shares of Royal Caribbean worth $788K as of Q3 2025.
  • Brass Tax Wealth Management left its Royal Caribbean share count unchanged in Q3 2025.
  • Royal Caribbean made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #83 holding.
  • Brass Tax Wealth Management first reported a position in Royal Caribbean in Q1 2024 and has held it in 7 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.