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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
Q2 		– Sell
-100
Closed -$27.5K – 357
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 $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

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

Bernard Wealth Management sold out of Royal Caribbean (RCL) in Q2 2026, closing a stake of 100 shares — an estimated $27.5K sold.

Bernard Wealth Management first reported a position in RCL in Q4 2024 and held it in 6 quarters. The position peaked at $32.4K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Bernard Wealth Management reported no remaining Royal Caribbean position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 100 Royal Caribbean shares in Q2 2026, an estimated $27.5K.
  • Bernard Wealth Management first reported a position in Royal Caribbean in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Royal Caribbean position peaked at $32.4K in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.