Aprio Wealth Management
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Aprio Wealth Management’s Royal Caribbean RCL Stock Holding History

Aprio 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
2026
Q3 		– Sell
-766
Closed -$243K – 669
2026
Q2 		$243K Buy
+766
New +$214K 0.01% 569

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aprio Wealth Management's RCL Position: Q3 2026 in Review

Aprio Wealth Management sold out of Royal Caribbean (RCL) in Q3 2026, closing a stake of 766 shares — an estimated $243K sold.

Aprio Wealth Management first reported a position in RCL in Q2 2026 and held it in 1 quarter. The position peaked at $243K in Q2 2026. 608 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Aprio Wealth Management reported no remaining Royal Caribbean position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 766 Royal Caribbean shares in Q3 2026, an estimated $243K.
  • Aprio Wealth Management first reported a position in Royal Caribbean in Q2 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Royal Caribbean position peaked at $243K in Q2 2026.
  • 608 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.