Enzi Wealth’s Royal Caribbean RCL Stock Holding History

Enzi Wealth’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	–	Sell	-2,000	Closed	-$677K	–	71
2025 Q2	$677K	Hold	2,000	–	–	0.25%	31
2025 Q1	$423K	Hold	2,000	–	–	0.17%	41
2024 Q4	$472K	Hold	2,000	–	–	0.18%	40
2024 Q3	$394K	Hold	2,000	–	–	0.15%	45
2024 Q2	$314K	Hold	2,000	–	–	0.14%	50
2024 Q1	$254K	Hold	2,000	–	–	0.12%	50
2023 Q4	$233K	Buy	+2,000	New	+$204K	0.11%	53

Other funds holding RCL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Enzi Wealth's RCL Position: Q3 2025 in Review

Enzi Wealth sold out of Royal Caribbean (RCL) in Q3 2025, closing a stake of 2,000 shares — an estimated $677K sold.

Enzi Wealth first reported a position in RCL in Q4 2023 and held it in 7 quarters. The position peaked at $677K in Q2 2025. 1,192 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

Enzi Wealth reported no remaining Royal Caribbean position as of Q3 2025 after selling out during the quarter.
Enzi Wealth sold 2,000 Royal Caribbean shares in Q3 2025, an estimated $677K.
Enzi Wealth first reported a position in Royal Caribbean in Q4 2023 and held it in 7 quarters.
Enzi Wealth's Royal Caribbean position peaked at $677K in Q2 2025.
1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Enzi Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.