WPW
RCL icon

Waldron Private Wealth’s Royal Caribbean RCL Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-2,443
Closed -$564K – 397
2024
Q4 		$564K Buy
2,443
+8
+0.3% +$1.77K 0.02% 238
2024
Q3 		$432K Buy
2,435
+127
+6% +$20.6K 0.02% 271
2024
Q2 		$368K Sell
2,308
-6
-0.3% -$863 0.02% 282
2024
Q1 		$322K Buy
2,314
+13
+0.6% +$1.62K 0.01% 303
2023
Q4 		$298K Sell
2,301
-8
-0.3% -$815 0.01% 308
2023
Q3 		$213K Sell
2,309
-3
-0.1% -$301 0.01% 344
2023
Q2 		$240K Buy
+2,312
New +$181K 0.01% 328

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waldron Private Wealth's RCL Position: Q1 2025 in Review

Waldron Private Wealth sold out of Royal Caribbean (RCL) in Q1 2025, closing a stake of 2,443 shares — an estimated $564K sold.

Waldron Private Wealth first reported a position in RCL in Q2 2023 and held it in 7 quarters. The position peaked at $564K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold RCL as of Q1 2025.

  • Waldron Private Wealth reported no remaining Royal Caribbean position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,443 Royal Caribbean shares in Q1 2025, an estimated $564K.
  • Waldron Private Wealth first reported a position in Royal Caribbean in Q2 2023 and held it in 7 quarters.
  • Waldron Private Wealth's Royal Caribbean position peaked at $564K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.