Liberty Wealth Management’s Royal Caribbean RCL Stock Holding History

Liberty 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 Q4	–	Sell	-692	Closed	-$224K	–	257
2025 Q3	$224K	Hold	692	–	–	0.03%	221
2025 Q2	$217K	Buy	+692	New	+$165K	0.03%	214
2025 Q1	–	Sell	-999	Closed	-$230K	–	188
2024 Q4	$230K	Sell	999 -462	-32%	-$102K	0.04%	187
2024 Q3	$259K	Buy	1,461 +20	+1%	+$3.24K	0.04%	174
2024 Q2	$230K	Hold	1,441	–	–	0.04%	180
2024 Q1	$200K	Buy	+1,441	New	+$180K	0.04%	180
2021 Q4	–	Sell	-317	Closed	-$28K	–	872
2021 Q3	$28K	Hold	317	–	–	0.01%	570
2021 Q2	$27K	Buy	317 +211	+199%	+$18.4K	0.01%	445
2021 Q1	$7K	Hold	106	–	–	﹤0.01%	663
2020 Q4	$7K	Sell	106 -1	-0.9%	-$70	﹤0.01%	656
2020 Q3	$7K	Hold	107	–	–	﹤0.01%	579
2020 Q2	$5K	Buy	107 +3	+3%	+$136	﹤0.01%	620
2020 Q1	$3K	Hold	104	–	–	﹤0.01%	689
2019 Q4	$14K	Buy	104 +1	+1%	+$117	0.01%	480
2019 Q3	$11K	Buy	103 +1	+1%	+$110	0.01%	505
2019 Q2	$12K	Buy	102 +1	+1%	+$122	0.01%	488
2019 Q1	$11K	Hold	101	–	–	0.01%	432
2018 Q4	$9K	Buy	+101	New	+$11.1K	0.01%	452

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

Liberty Wealth Management's RCL Position: Q4 2025 in Review

Liberty Wealth Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 692 shares — an estimated $224K sold.

Liberty Wealth Management first reported a position in RCL in Q4 2018 and held it in 18 quarters. The position peaked at $259K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

Liberty Wealth Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 692 Royal Caribbean shares in Q4 2025, an estimated $224K.
Liberty Wealth Management first reported a position in Royal Caribbean in Q4 2018 and held it in 18 quarters.
Liberty Wealth Management's Royal Caribbean position peaked at $259K in Q3 2024.
1,194 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.