EWP
RCL icon

Elevation Wealth Partners’s Royal Caribbean RCL Stock Holding History

Elevation 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
Q3 		$1.33K Sell
5
-97
-95% -$27.5K ﹤0.01% 1286
2026
Q2 		$32.4K Buy
102
+80
+364% +$22.4K 0.01% 433
2026
Q1 		$6.05K Buy
22
+3
+16% +$893 ﹤0.01% 655
2025
Q4 		$5.3K Buy
19
+12
+171% +$3.39K ﹤0.01% 614
2025
Q3 		$2.27K Buy
+7
New +$2.34K ﹤0.01% 620

Other funds holding RCL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Elevation Wealth Partners's RCL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Royal Caribbean (RCL) stake by 95% in Q3 2026, selling an estimated $27.5K and leaving 5 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Elevation Wealth Partners first reported a position in RCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $32.4K in Q2 2026. 31 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Elevation Wealth Partners held 5 shares of Royal Caribbean worth $1.33K as of Q3 2026.
  • Elevation Wealth Partners sold 97 Royal Caribbean shares in Q3 2026, an estimated $27.5K.
  • Royal Caribbean made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1286 holding.
  • Elevation Wealth Partners first reported a position in Royal Caribbean in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Royal Caribbean position peaked at $32.4K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.