AWE
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Avidian Wealth Enterprises’s Royal Caribbean RCL Stock Holding History

Avidian Wealth Enterprises’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 		$595K Buy
1,874
+50
+3% +$14K 0.02% 432
2026
Q1 		$502K Buy
1,824
+76
+4% +$22.6K 0.02% 433
2025
Q4 		$488K Buy
1,748
+27
+2% +$7.63K 0.02% 382
2025
Q3 		$557K Buy
1,721
+105
+6% +$35.1K 0.02% 345
2025
Q2 		$506K Sell
1,616
-26
-2% -$6.19K 0.02% 331
2025
Q1 		$337K Sell
1,642
-286
-15% -$67.5K 0.02% 386
2024
Q4 		$445K Buy
1,928
+56
+3% +$12.4K 0.02% 317
2024
Q3 		$332K Buy
1,872
+200
+12% +$32.4K 0.02% 378
2024
Q2 		$267K Buy
+1,672
New +$240K 0.01% 417
2022
Q2 		– Sell
-2,391
Closed -$200K – 491
2022
Q1 		$200K Buy
+2,391
New +$188K 0.01% 462
2021
Q4 		– Sell
-3,216
Closed -$286K – 561
2021
Q3 		$286K Hold
3,216
– – 0.02% 303
2021
Q2 		$274K Buy
3,216
+616
+24% +$53.7K 0.02% 324
2021
Q1 		$223K Buy
+2,600
New +$206K 0.02% 331

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avidian Wealth Enterprises's RCL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Royal Caribbean (RCL) stake by 2.7% in Q2 2026, buying an estimated $14K and bringing the position to 1,874 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #432.

Avidian Wealth Enterprises first reported a position in RCL in Q1 2021 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Avidian Wealth Enterprises held 1,874 shares of Royal Caribbean worth $595K as of Q2 2026.
  • Avidian Wealth Enterprises bought 50 Royal Caribbean shares in Q2 2026, an estimated $14K.
  • Royal Caribbean made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #432 holding.
  • Avidian Wealth Enterprises first reported a position in Royal Caribbean in Q1 2021 and has held it in 13 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.