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
Q3 		$486K Sell
1,830
-44
-2% -$12.5K 0.01% 489
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

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

Avidian Wealth Enterprises's RCL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Royal Caribbean (RCL) stake by 2.3% in Q3 2026, selling an estimated $12.5K and leaving 1,830 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #489.

Avidian Wealth Enterprises first reported a position in RCL in Q1 2021 and has held it in 14 quarters since. The position peaked at $595K in Q2 2026. 41 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Avidian Wealth Enterprises held 1,830 shares of Royal Caribbean worth $486K as of Q3 2026.
  • Avidian Wealth Enterprises sold 44 Royal Caribbean shares in Q3 2026, an estimated $12.5K.
  • Royal Caribbean made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #489 holding.
  • Avidian Wealth Enterprises first reported a position in Royal Caribbean in Q1 2021 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's Royal Caribbean position peaked at $595K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.