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Optimum Investment Advisors’s Royal Caribbean RCL Stock Holding History

Optimum Investment Advisors’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 		$55K Hold
170
– – 0.02% 334
2025
Q2 		$53.2K Buy
170
+20
+13% +$4.76K 0.02% 333
2025
Q1 		$30.8K Buy
+150
New +$35.4K 0.01% 391
2022
Q4 		– Sell
-700
Closed -$27K – 820
2022
Q3 		$27K Hold
700
– – 0.01% 459
2022
Q2 		$24K Hold
700
– – 0.01% 492
2022
Q1 		$59K Hold
700
– – 0.02% 402
2021
Q4 		$54K Hold
700
– – 0.02% 453
2021
Q3 		$62K Hold
700
– – 0.03% 418
2021
Q2 		$60K Hold
700
– – 0.02% 466
2021
Q1 		$60K Hold
700
– – 0.02% 463
2020
Q4 		$52K Sell
700
-138
-16% -$9.62K 0.02% 471
2020
Q3 		$54K Hold
838
– – 0.02% 432
2020
Q2 		$42K Buy
838
+93
+12% +$4.21K 0.01% 470
2020
Q1 		$24K Sell
745
-868
-54% -$79.3K 0.01% 544
2019
Q4 		$215K Sell
1,613
-200
-11% -$23.3K 0.06% 259
2019
Q3 		$196K Hold
1,813
– – 0.06% 268
2019
Q2 		$220K Hold
1,813
– – 0.07% 254
2019
Q1 		$208K Hold
1,813
– – 0.07% 272
2018
Q4 		$177K Sell
1,813
-1,250
-41% -$137K 0.06% 273
2018
Q3 		$398K Buy
3,063
+225
+8% +$26.4K 0.11% 185
2018
Q2 		$294K Sell
2,838
-75
-3% -$8.24K 0.08% 235
2018
Q1 		$343K Buy
2,913
+250
+9% +$31.6K 0.1% 203
2017
Q4 		$318K Buy
2,663
+125
+5% +$15.5K 0.1% 220
2017
Q3 		$301K Buy
+2,538
New +$297K 0.1% 223

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's RCL Position: Q3 2025 in Review

Optimum Investment Advisors held its Royal Caribbean (RCL) position steady in Q3 2025 at 170 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #334.

Optimum Investment Advisors first reported a position in RCL in Q3 2017 and has held it in 24 quarters since. The position peaked at $398K in Q3 2018. 1,192 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

  • Optimum Investment Advisors held 170 shares of Royal Caribbean worth $55K as of Q3 2025.
  • Optimum Investment Advisors left its Royal Caribbean share count unchanged in Q3 2025.
  • Royal Caribbean made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #334 holding.
  • Optimum Investment Advisors first reported a position in Royal Caribbean in Q3 2017 and has held it in 24 quarters since.
  • Optimum Investment Advisors's Royal Caribbean position peaked at $398K in Q3 2018.
  • 1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.