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Oak Harbor Wealth Partners’s Royal Caribbean RCL Stock Holding History

Oak Harbor Wealth Partners’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
-1,872
Closed -$586K – 261
2025
Q2 		$586K Buy
1,872
+308
+20% +$73.3K 0.16% 114
2025
Q1 		$321K Buy
+1,564
New +$369K 0.09% 162

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

Oak Harbor Wealth Partners's RCL Position: Q3 2025 in Review

Oak Harbor Wealth Partners sold out of Royal Caribbean (RCL) in Q3 2025, closing a stake of 1,872 shares — an estimated $586K sold.

Oak Harbor Wealth Partners first reported a position in RCL in Q1 2025 and held it in 2 quarters. The position peaked at $586K in Q2 2025. 1,192 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

  • Oak Harbor Wealth Partners reported no remaining Royal Caribbean position as of Q3 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,872 Royal Caribbean shares in Q3 2025, an estimated $586K.
  • Oak Harbor Wealth Partners first reported a position in Royal Caribbean in Q1 2025 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Royal Caribbean position peaked at $586K in Q2 2025.
  • 1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.