Asset Planning Inc’s Royal Caribbean RCL Stock Holding History

Asset Planning Inc’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	$1.05M	Hold	3,300	–	–	0.68%	32
2026 Q1	$908K	Hold	3,300	–	–	0.65%	33
2025 Q4	$920K	Hold	3,300	–	–	0.65%	29
2025 Q3	$1.07M	Hold	3,300	–	–	0.77%	25
2025 Q2	$1.03M	Hold	3,300	–	–	0.78%	24
2025 Q1	$678K	Sell	3,300 -100	-3%	-$23.6K	0.53%	36
2024 Q4	$784K	Buy	+3,400	New	+$753K	0.6%	34

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asset Planning Inc's RCL Position: Q2 2026 in Review

Asset Planning Inc held its Royal Caribbean (RCL) position steady in Q2 2026 at 3,300 shares worth $1.05M. The position accounts for 0.68% of the portfolio, ranked #32.

Asset Planning Inc first reported a position in RCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Asset Planning Inc held 3,300 shares of Royal Caribbean worth $1.05M as of Q2 2026.
Asset Planning Inc left its Royal Caribbean share count unchanged in Q2 2026.
Royal Caribbean made up 0.68% of Asset Planning Inc's portfolio in Q2 2026, its #32 holding.
Asset Planning Inc first reported a position in Royal Caribbean in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Royal Caribbean position peaked at $1.07M in Q3 2025.
1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.