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WBI Investments’s Royal Caribbean RCL Stock Holding History

WBI Investments’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
-1,638
Closed -$530K – 373
2025
Q3 		$530K Buy
+1,638
New +$547K 0.14% 182
2024
Q2 		– Sell
-2,246
Closed -$312K – 218
2024
Q1 		$312K Sell
2,246
-13,384
-86% -$1.67M 0.06% 168
2023
Q4 		$2.02M Buy
+15,630
New +$1.59M 0.41% 65
2019
Q3 		– Sell
-48,216
Closed -$5.84M – 267
2019
Q2 		$5.84M Buy
48,216
+31,280
+185% +$3.81M 0.51% 30
2019
Q1 		$1.94M Buy
+16,936
New +$1.93M 0.15% 113

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 $3.38T AUM 44.17% 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

WBI Investments's RCL Position: Q4 2025 in Review

WBI Investments sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,638 shares — an estimated $530K sold.

WBI Investments first reported a position in RCL in Q1 2019 and held it in 5 quarters. The position peaked at $5.84M in Q2 2019. 1,194 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • WBI Investments reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 1,638 Royal Caribbean shares in Q4 2025, an estimated $530K.
  • WBI Investments first reported a position in Royal Caribbean in Q1 2019 and held it in 5 quarters.
  • WBI Investments's Royal Caribbean position peaked at $5.84M in Q2 2019.
  • 1,194 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.