Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Royal Caribbean RCL Stock Holding History

Jacobs Levy Equity 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
Q4 		– Sell
-1,172
Closed -$379K – 1040
2025
Q3 		$379K Buy
1,172
+31
+3% +$10.4K ﹤0.01% 856
2025
Q2 		$357K Sell
1,141
-20,456
-95% -$4.87M ﹤0.01% 926
2025
Q1 		$4.44M Buy
+21,597
New +$5.1M 0.02% 484
2017
Q4 		– Sell
-21,650
Closed -$2.57M – 1053
2017
Q3 		$2.57M Sell
21,650
-85,500
-80% -$10M 0.05% 383
2017
Q2 		$11.7M Sell
107,150
-13,231
-11% -$1.4M 0.25% 135
2017
Q1 		$11.8M Buy
120,381
+74,221
+161% +$6.94M 0.24% 135
2016
Q4 		$3.79M Buy
+46,160
New +$3.63M 0.07% 294
2016
Q3 		– Sell
-27,150
Closed -$1.82M – 1105
2016
Q2 		$1.82M Sell
27,150
-104,262
-79% -$7.98M 0.04% 442
2016
Q1 		$10.8M Sell
131,412
-20,350
-13% -$1.59M 0.23% 124
2015
Q4 		$15.4M Buy
151,762
+6,780
+5% +$646K 0.31% 108
2015
Q3 		$12.9M Sell
144,982
-21,770
-13% -$1.91M 0.26% 124
2015
Q2 		$13.1M Sell
166,752
-6,700
-4% -$511K 0.25% 131
2015
Q1 		$14.2M Buy
173,452
+27,070
+18% +$2.14M 0.24% 135
2014
Q4 		$12.1M Sell
146,382
-4,500
-3% -$316K 0.21% 149
2014
Q3 		$10.2M Buy
150,882
+6,320
+4% +$392K 0.17% 167
2014
Q2 		$8.04M Buy
144,562
+37,420
+35% +$2.01M 0.13% 205
2014
Q1 		$5.85M Buy
107,142
+87,742
+452% +$4.45M 0.1% 238
2013
Q4 		$920K Buy
+19,400
New +$823K 0.01% 596

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 $3.37T AUM 44.26% 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

Jacobs Levy Equity Management's RCL Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,172 shares — an estimated $379K sold.

Jacobs Levy Equity Management first reported a position in RCL in Q4 2013 and held it in 18 quarters. The position peaked at $15.4M in Q4 2015. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,172 Royal Caribbean shares in Q4 2025, an estimated $379K.
  • Jacobs Levy Equity Management first reported a position in Royal Caribbean in Q4 2013 and held it in 18 quarters.
  • Jacobs Levy Equity Management's Royal Caribbean position peaked at $15.4M in Q4 2015.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.