NewSquare Capital’s Royal Caribbean RCL Stock Holding History

NewSquare Capital’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	-150	Closed	-$47K	–	984
2025 Q2	$47K	Buy	150 +69	+85%	+$16.4K	﹤0.01%	297
2025 Q1	$16.6K	Buy	81 +62	+326%	+$14.6K	﹤0.01%	407
2024 Q4	$4.38K	Buy	+19	New	+$4.21K	﹤0.01%	383
2024 Q2	–	Hold	0	–	–	–	445
2024 Q1	–	Hold	0	–	–	–	514
2023 Q1	–	Sell	-10	Closed	-$494	–	949
2022 Q4	$494	Hold	10	–	–	﹤0.01%	654
2022 Q3	$0	Hold	10	–	–	﹤0.01%	529
2022 Q2	$0	Hold	10	–	–	﹤0.01%	477
2022 Q1	$1K	Buy	+10	New	+$787	﹤0.01%	365
2016 Q4	–	Sell	-77	Closed	-$6K	–	432
2016 Q3	$6K	Buy	+77	New	+$5.42K	﹤0.01%	292

Other funds holding RCL

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return