Concord Wealth Partners’s Royal Caribbean RCL Stock Holding History

Concord Wealth Partners’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	–	Sell	-117	Closed	-$32.5K	–	653
2025 Q4	$32.5K	Buy	117 +1	+0.9%	+$282	﹤0.01%	383
2025 Q3	$37.7K	Hold	116	–	–	0.01%	380
2025 Q2	$36.4K	Hold	116	–	–	0.01%	378
2025 Q1	$23.8K	Buy	116 +50	+76%	+$11.8K	﹤0.01%	415
2024 Q4	$15.2K	Sell	66 -50	-43%	-$11.1K	﹤0.01%	488
2024 Q3	$20.5K	Hold	116	–	–	﹤0.01%	463
2024 Q2	$18.4K	Hold	116	–	–	﹤0.01%	437
2024 Q1	$16.1K	Hold	116	–	–	﹤0.01%	515
2023 Q4	$15K	Hold	116	–	–	﹤0.01%	519
2023 Q3	$10.7K	Hold	116	–	–	﹤0.01%	606
2023 Q2	$12K	Hold	116	–	–	﹤0.01%	582
2023 Q1	$7.55K	Sell	116 -15	-11%	-$990	﹤0.01%	627
2022 Q4	$6.49K	Buy	+131	New	+$6.87K	﹤0.01%	708
2022 Q3	–	Sell	-131	Closed	-$5K	–	906
2022 Q2	$5K	Hold	131	–	–	﹤0.01%	834
2022 Q1	$11K	Hold	131	–	–	﹤0.01%	763
2021 Q4	$10K	Buy	+131	New	+$10.6K	﹤0.01%	787
2021 Q2	–	Sell	-14	Closed	-$1K	–	1091
2021 Q1	$1K	Buy	+14	New	+$1.11K	﹤0.01%	945

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return