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Global Wealth Management Investment Advisory’s Royal Caribbean RCL Stock Holding History

Global Wealth Management Investment Advisory’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
-660
Closed -$207K – 159
2025
Q2 		$207K Buy
+660
New +$157K 0.04% 141
2024
Q1 		– Sell
-1,122
Closed -$145K – 363
2023
Q4 		$145K Sell
1,122
-76
-6% -$7.75K 0.04% 138
2023
Q3 		$110K Buy
1,198
+262
+28% +$26.2K 0.03% 148
2023
Q2 		$97.1K Buy
+936
New +$73.4K 0.03% 159
2022
Q3 		– Sell
-1,384
Closed -$48K – 392
2022
Q2 		$48K Sell
1,384
-111
-7% -$6.91K 0.02% 180
2022
Q1 		$125K Buy
1,495
+208
+16% +$16.4K 0.04% 153
2021
Q4 		$99K Buy
1,287
+487
+61% +$39.6K 0.03% 162
2021
Q3 		$71K Sell
800
-152
-16% -$12.3K 0.02% 188
2021
Q2 		$81K Sell
952
-60
-6% -$5.23K 0.03% 176
2021
Q1 		$87K Buy
1,012
+134
+15% +$10.6K 0.03% 170
2020
Q4 		$66K Buy
878
+16
+2% +$1.11K 0.03% 175
2020
Q3 		$56K Sell
862
-835
-49% -$49.2K 0.02% 172
2020
Q2 		$85K Sell
1,697
-293
-15% -$13.3K 0.04% 157
2020
Q1 		$64K Buy
1,990
+1,320
+197% +$121K 0.03% 158
2019
Q4 		$89K Sell
670
-144
-18% -$16.8K 0.04% 148
2019
Q3 		$88K Buy
814
+78
+11% +$8.59K 0.04% 140
2019
Q2 		$89K Sell
736
-577
-44% -$70.3K 0.04% 142
2019
Q1 		$150K Sell
1,313
-1,060
-45% -$121K 0.08% 131
2018
Q4 		$232K Buy
+2,373
New +$260K 0.14% 121

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Wealth Management Investment Advisory's RCL Position: Q3 2025 in Review

Global Wealth Management Investment Advisory sold out of Royal Caribbean (RCL) in Q3 2025, closing a stake of 660 shares — an estimated $207K sold.

Global Wealth Management Investment Advisory first reported a position in RCL in Q4 2018 and held it in 19 quarters. The position peaked at $232K in Q4 2018. 1,192 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

  • Global Wealth Management Investment Advisory reported no remaining Royal Caribbean position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 660 Royal Caribbean shares in Q3 2025, an estimated $207K.
  • Global Wealth Management Investment Advisory first reported a position in Royal Caribbean in Q4 2018 and held it in 19 quarters.
  • Global Wealth Management Investment Advisory's Royal Caribbean position peaked at $232K in Q4 2018.
  • 1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.