AWM
RCL icon

Avior Wealth Management’s Royal Caribbean RCL Stock Holding History

Avior 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
Q2 		$281K Sell
884
-21
-2% -$5.87K 0.01% 674
2026
Q1 		$249K Sell
905
-148
-14% -$44.1K 0.01% 736
2025
Q4 		$294K Buy
1,053
+110
+12% +$31.1K 0.01% 619
2025
Q3 		$305K Buy
943
+25
+3% +$8.35K 0.01% 588
2025
Q2 		$287K Buy
+918
New +$219K 0.01% 579
2025
Q1 		– Sell
-920
Closed -$212K – 1956
2024
Q4 		$212K Buy
920
+403
+78% +$89.2K 0.01% 682
2024
Q3 		$91.7K Buy
517
+36
+7% +$5.83K ﹤0.01% 909
2024
Q2 		$76.7K Sell
481
-508
-51% -$73K ﹤0.01% 950
2024
Q1 		$137K Buy
989
+539
+120% +$67.3K 0.01% 831
2023
Q4 		$58.3K Hold
450
– – ﹤0.01% 699
2023
Q3 		$41.5K Sell
450
-98
-18% -$9.82K ﹤0.01% 793
2023
Q2 		$56.8K Buy
548
+39
+8% +$3.06K ﹤0.01% 732
2023
Q1 		$33.2K Buy
509
+8
+2% +$528 ﹤0.01% 864
2022
Q4 		$24.8K Buy
501
+110
+28% +$5.77K ﹤0.01% 728
2022
Q3 		$14K Buy
391
+291
+291% +$11.8K ﹤0.01% 803
2022
Q2 		$3K Buy
100
+92
+1,150% +$5.72K ﹤0.01% 919
2022
Q1 		$0 Buy
+8
New +$630 ﹤0.01% 1206
2021
Q4 		– Sell
-238
Closed -$21K – 1198
2021
Q3 		$21K Buy
238
+187
+367% +$15.1K ﹤0.01% 660
2021
Q2 		$4K Buy
+51
New +$4.45K ﹤0.01% 847
2020
Q4 		– Sell
-6
Closed – – 1063
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1002
2020
Q2 		$0 Hold
6
– – ﹤0.01% 974
2020
Q1 		$0 Sell
6
-1,276
-100% -$117K ﹤0.01% 879
2019
Q4 		$170K Sell
1,282
-895
-41% -$104K 0.03% 389
2019
Q3 		$235K Hold
2,177
– – 0.04% 345
2019
Q2 		$264K Buy
2,177
+6
+0.3% +$731 0.05% 321
2019
Q1 		$248K Buy
+2,171
New +$247K 0.05% 312

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

Avior Wealth Management's RCL Position: Q2 2026 in Review

Avior Wealth Management reduced its Royal Caribbean (RCL) stake by 2.3% in Q2 2026, selling an estimated $5.87K and leaving 884 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #674.

Avior Wealth Management first reported a position in RCL in Q1 2019 and has held it in 26 quarters since. The position peaked at $305K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Avior Wealth Management held 884 shares of Royal Caribbean worth $281K as of Q2 2026.
  • Avior Wealth Management sold 21 Royal Caribbean shares in Q2 2026, an estimated $5.87K.
  • Royal Caribbean made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Avior Wealth Management first reported a position in Royal Caribbean in Q1 2019 and has held it in 26 quarters since.
  • Avior Wealth Management's Royal Caribbean position peaked at $305K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.