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Apella Capital’s Royal Caribbean RCL Stock Holding History

Apella Capital’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
Q3 		$259K Buy
917
+50
+6% +$14.2K ﹤0.01% 669
2026
Q2 		$245K Buy
867
+157
+22% +$43.9K ﹤0.01% 626
2026
Q1 		$203K Buy
+710
New +$211K ﹤0.01% 645

Other funds holding RCL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Apella Capital's RCL Position: Q3 2026 in Review

Apella Capital increased its Royal Caribbean (RCL) stake by 5.8% in Q3 2026, buying an estimated $14.2K and bringing the position to 917 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Apella Capital first reported a position in RCL in Q1 2026 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Apella Capital held 917 shares of Royal Caribbean worth $259K as of Q3 2026.
  • Apella Capital bought 50 Royal Caribbean shares in Q3 2026, an estimated $14.2K.
  • Royal Caribbean made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #669 holding.
  • Apella Capital first reported a position in Royal Caribbean in Q1 2026 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.