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Bernard Wealth Management’s Royal Caribbean RCL Stock Holding History

Bernard 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 		$27.5K Hold
100
– – 0.01% 163
2025
Q4 		$27.9K Hold
100
– – 0.01% 167
2025
Q3 		$32.4K Hold
100
– – 0.01% 149
2025
Q2 		$31.3K Hold
100
– – 0.01% 147
2025
Q1 		$20.5K Hold
100
– – 0.01% 179
2024
Q4 		$23.1K Buy
+100
New +$22.1K 0.01% 169

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

Bernard Wealth Management's RCL Position: Q1 2026 in Review

Bernard Wealth Management held its Royal Caribbean (RCL) position steady in Q1 2026 at 100 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #163.

Bernard Wealth Management first reported a position in RCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.4K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Bernard Wealth Management held 100 shares of Royal Caribbean worth $27.5K as of Q1 2026.
  • Bernard Wealth Management left its Royal Caribbean share count unchanged in Q1 2026.
  • Royal Caribbean made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Bernard Wealth Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Royal Caribbean position peaked at $32.4K in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.