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Heartwood Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Heartwood Wealth Advisors’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
-270
Closed -$87.4K – 509
2025
Q3 		$87.4K Buy
+270
New +$90.2K 0.01% 269

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

Heartwood Wealth Advisors's RCL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 270 shares — an estimated $87.4K sold.

Heartwood Wealth Advisors first reported a position in RCL in Q3 2025 and held it in 1 quarter. The position peaked at $87.4K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 270 Royal Caribbean shares in Q4 2025, an estimated $87.4K.
  • Heartwood Wealth Advisors first reported a position in Royal Caribbean in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Royal Caribbean position peaked at $87.4K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.