AWM
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AE Wealth Management’s Royal Caribbean RCL Stock Holding History

AE 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
2021
Q4 		– Sell
-1,200
Closed -$10K – 1772
2021
Q3 		$10K Buy
+1,200
New +$97.1K ﹤0.01% 1599

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

AE Wealth Management's RCL Position: Q1 2026 in Review

AE Wealth Management increased its Royal Caribbean (RCL) stake by 0.71% in Q1 2026, buying an estimated $13.1K and bringing the position to 6,219 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #691.

AE Wealth Management first reported a position in RCL in Q3 2018 and has held it in 31 quarters since. The position peaked at $5M in Q4 2023. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • AE Wealth Management held 6,219 shares of Royal Caribbean worth $1.71M as of Q1 2026.
  • AE Wealth Management bought 44 Royal Caribbean shares in Q1 2026, an estimated $13.1K.
  • Royal Caribbean made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #691 holding.
  • AE Wealth Management first reported a position in Royal Caribbean in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's Royal Caribbean position peaked at $5M in Q4 2023.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.