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Arete Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-2,689
Closed -$750K – 647
2025
Q4 		$750K Sell
2,689
-26
-1% -$7.34K 0.05% 338
2025
Q3 		$875K Sell
2,715
-139
-5% -$46.4K 0.05% 305
2025
Q2 		$894K Buy
2,854
+294
+11% +$70K 0.06% 274
2025
Q1 		$526K Buy
2,560
+289
+13% +$68.2K 0.04% 376
2024
Q4 		$526K Buy
2,271
+190
+9% +$42.1K 0.04% 399
2024
Q3 		$367K Sell
2,081
-158
-7% -$25.6K 0.03% 468
2024
Q2 		$357K Buy
+2,239
New +$322K 0.03% 491
2024
Q1 		– Sell
-2,226
Closed -$288K – 650
2023
Q4 		$288K Sell
2,226
-401
-15% -$40.9K 0.02% 560
2023
Q3 		$242K Buy
+2,627
New +$263K 0.04% 395

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

Arete Wealth Advisors's RCL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 2,689 shares — an estimated $750K sold.

Arete Wealth Advisors first reported a position in RCL in Q3 2023 and held it in 9 quarters. The position peaked at $894K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,689 Royal Caribbean shares in Q1 2026, an estimated $750K.
  • Arete Wealth Advisors first reported a position in Royal Caribbean in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Royal Caribbean position peaked at $894K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.