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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AE Wealth Management's RCL Position: Q2 2026 in Review

AE Wealth Management reduced its Royal Caribbean (RCL) stake by 4.7% in Q2 2026, selling an estimated $81.6K and leaving 5,927 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #680.

AE Wealth Management first reported a position in RCL in Q3 2018 and has held it in 32 quarters since. The position peaked at $5M in Q4 2023. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • AE Wealth Management held 5,927 shares of Royal Caribbean worth $1.88M as of Q2 2026.
  • AE Wealth Management sold 292 Royal Caribbean shares in Q2 2026, an estimated $81.6K.
  • Royal Caribbean made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #680 holding.
  • AE Wealth Management first reported a position in Royal Caribbean in Q3 2018 and has held it in 32 quarters since.
  • AE Wealth Management's Royal Caribbean position peaked at $5M in Q4 2023.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.