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OneAscent Wealth Management’s Royal Caribbean RCL Stock Holding History

OneAscent 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
-1,060
Closed -$343K – 184
2025
Q3 		$343K Sell
1,060
-34
-3% -$11.4K 0.12% 107
2025
Q2 		$343K Buy
1,094
+45
+4% +$10.7K 0.13% 99
2025
Q1 		$216K Buy
+1,049
New +$248K 0.09% 137

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

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

OneAscent Wealth Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,060 shares — an estimated $343K sold.

OneAscent Wealth Management first reported a position in RCL in Q1 2025 and held it in 3 quarters. The position peaked at $343K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • OneAscent Wealth Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,060 Royal Caribbean shares in Q4 2025, an estimated $343K.
  • OneAscent Wealth Management first reported a position in Royal Caribbean in Q1 2025 and held it in 3 quarters.
  • OneAscent Wealth Management's Royal Caribbean position peaked at $343K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on OneAscent Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.