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Bartlett & Co Wealth Management’s Royal Caribbean RCL Stock Holding History

Bartlett & Co 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
Q1 		$163K Sell
628
-30
-5% -$8.93K ﹤0.01% 491
2025
Q4 		$184K Buy
658
+26
+4% +$7.34K ﹤0.01% 462
2025
Q3 		$205K Buy
632
+20
+3% +$6.68K ﹤0.01% 445
2025
Q2 		$192K Buy
612
+10
+2% +$2.38K ﹤0.01% 451
2025
Q1 		$124K Buy
602
+145
+32% +$34.2K ﹤0.01% 511
2024
Q4 		$106K Buy
457
+50
+12% +$11.1K ﹤0.01% 535
2024
Q3 		$72.3K Hold
407
– – ﹤0.01% 595
2024
Q2 		$64.9K Buy
407
+207
+104% +$29.8K ﹤0.01% 612
2024
Q1 		$27.8K Hold
200
– – ﹤0.01% 763
2023
Q4 		$26K Hold
200
– – ﹤0.01% 825
2023
Q3 		$18.4K Hold
200
– – ﹤0.01% 838
2023
Q2 		$20.7K Hold
200
– – ﹤0.01% 820
2023
Q1 		$13.1K Hold
200
– – ﹤0.01% 785
2022
Q4 		$9.89K Hold
200
– – ﹤0.01% 827
2022
Q3 		$7.58K Hold
200
– – ﹤0.01% 861
2022
Q2 		$6.98K Buy
200
+100
+100% +$6.22K ﹤0.01% 949
2022
Q1 		$8.38K Buy
+100
New +$7.87K ﹤0.01% 851
2021
Q4 		– Sell
-100
Closed -$8.89K – 769
2021
Q3 		$8.89K Sell
100
-8
-7% -$647 ﹤0.01% 714
2021
Q2 		$9.21K Hold
108
– – ﹤0.01% 702
2021
Q1 		$9.25K Hold
108
– – ﹤0.01% 737
2020
Q4 		$8.07K Buy
108
+8
+8% +$558 ﹤0.01% 753
2020
Q3 		$6.47K Hold
100
– – ﹤0.01% 713
2020
Q2 		$5.03K Hold
100
– – ﹤0.01% 736
2020
Q1 		$3.29K Hold
100
– – ﹤0.01% 747
2019
Q4 		$13.4K Hold
100
– – ﹤0.01% 699
2019
Q3 		$10.9K Buy
+100
New +$11K ﹤0.01% 724

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's RCL Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Royal Caribbean (RCL) stake by 4.6% in Q1 2026, selling an estimated $8.93K and leaving 628 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Bartlett & Co Wealth Management first reported a position in RCL in Q3 2019 and has held it in 26 quarters since. The position peaked at $205K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Bartlett & Co Wealth Management held 628 shares of Royal Caribbean worth $163K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 30 Royal Caribbean shares in Q1 2026, an estimated $8.93K.
  • Royal Caribbean made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #491 holding.
  • Bartlett & Co Wealth Management first reported a position in Royal Caribbean in Q3 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Royal Caribbean position peaked at $205K in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.