Axxcess Wealth Management’s Royal Caribbean RCL Stock Holding History

Axxcess 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	$751K	Buy	+2,367	New	+$662K	0.01%	606
2026 Q1	–	Sell	-3,211	Closed	-$895K	–	856
2025 Q4	$895K	Buy	3,211 +1,004	+45%	+$284K	0.02%	531
2025 Q3	$714K	Sell	2,207 -531	-19%	-$177K	0.02%	532
2025 Q2	$857K	Buy	2,738 +1,441	+111%	+$343K	0.02%	469
2025 Q1	$266K	Sell	1,297 -2,778	-68%	-$656K	0.01%	720
2024 Q4	$940K	Buy	4,075 +2,256	+124%	+$500K	0.02%	410
2024 Q3	$323K	Buy	+1,819	New	+$295K	0.01%	671

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

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

Axxcess Wealth Management opened a new position in Royal Caribbean (RCL) in Q2 2026: 2,367 shares worth $751K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RCL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $940K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Axxcess Wealth Management held 2,367 shares of Royal Caribbean worth $751K as of Q2 2026.
Royal Caribbean was a new Axxcess Wealth Management position in Q2 2026.
Royal Caribbean made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #606 holding.
Axxcess Wealth Management first reported a position in Royal Caribbean in Q3 2024 and has held it in 7 quarters since.
Axxcess Wealth Management's Royal Caribbean position peaked at $940K in Q4 2024.
1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.