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SageView Advisory Group’s Royal Caribbean RCL Stock Holding History

SageView Advisory Group’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 		$440K Sell
1,577
-532
-25% -$150K 0.01% 383
2025
Q3 		$683K Buy
2,109
+113
+6% +$37.8K 0.02% 327
2025
Q2 		$703K Buy
1,996
+19
+1% +$4.52K 0.03% 305
2025
Q1 		$406K Buy
+1,977
New +$467K 0.02% 386

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

SageView Advisory Group's RCL Position: Q4 2025 in Review

SageView Advisory Group reduced its Royal Caribbean (RCL) stake by 25% in Q4 2025, selling an estimated $150K and leaving 1,577 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #383.

SageView Advisory Group first reported a position in RCL in Q1 2025 and has held it in 4 quarters since. The position peaked at $703K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • SageView Advisory Group held 1,577 shares of Royal Caribbean worth $440K as of Q4 2025.
  • SageView Advisory Group sold 532 Royal Caribbean shares in Q4 2025, an estimated $150K.
  • Royal Caribbean made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #383 holding.
  • SageView Advisory Group first reported a position in Royal Caribbean in Q1 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's Royal Caribbean position peaked at $703K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.