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Annex Advisory Services’s Royal Caribbean RCL Stock Holding History

Annex Advisory Services’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
2026
Q2 		– Sell
-757
Closed -$208K – 388
2026
Q1 		$208K Sell
757
-192
-20% -$57.2K ﹤0.01% 358
2025
Q4 		$265K Buy
949
+85
+10% +$24K 0.01% 303
2025
Q3 		$280K Buy
864
+43
+5% +$14.4K 0.01% 265
2025
Q2 		$257K Sell
821
-197
-19% -$46.9K 0.01% 273
2025
Q1 		$209K Buy
1,018
+77
+8% +$18.2K 0.01% 286
2024
Q4 		$217K Buy
+941
New +$208K 0.01% 286
2022
Q2 		– Sell
-25,345
Closed -$2.12M – 269
2022
Q1 		$2.12M Buy
+25,345
New +$2M 0.16% 91

Other funds holding RCL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Annex Advisory Services's RCL Position: Q2 2026 in Review

Annex Advisory Services sold out of Royal Caribbean (RCL) in Q2 2026, closing a stake of 757 shares — an estimated $208K sold.

Annex Advisory Services first reported a position in RCL in Q1 2022 and held it in 7 quarters. The position peaked at $2.12M in Q1 2022. 162 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Annex Advisory Services reported no remaining Royal Caribbean position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 757 Royal Caribbean shares in Q2 2026, an estimated $208K.
  • Annex Advisory Services first reported a position in Royal Caribbean in Q1 2022 and held it in 7 quarters.
  • Annex Advisory Services's Royal Caribbean position peaked at $2.12M in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.