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EP Wealth Advisors’s Royal Caribbean RCL Stock Holding History

EP Wealth Advisors’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 		$981K Buy
3,090
+1,087
+54% +$304K ﹤0.01% 754
2026
Q1 		$551K Buy
2,003
+250
+14% +$74.4K ﹤0.01% 862
2025
Q4 		$489K Buy
+1,753
New +$495K ﹤0.01% 890
2025
Q2 		$864K Buy
2,759
+685
+33% +$163K 0.01% 600
2025
Q1 		$426K Buy
2,074
+91
+5% +$21.5K ﹤0.01% 763
2024
Q4 		$458K Buy
1,983
+343
+21% +$76K ﹤0.01% 723
2024
Q3 		$291K Buy
1,640
+8
+0.5% +$1.3K ﹤0.01% 875
2024
Q2 		$260K Buy
+1,632
New +$235K ﹤0.01% 692

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

EP Wealth Advisors's RCL Position: Q2 2026 in Review

EP Wealth Advisors increased its Royal Caribbean (RCL) stake by 54% in Q2 2026, buying an estimated $304K and bringing the position to 3,090 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

EP Wealth Advisors first reported a position in RCL in Q2 2024 and has held it in 8 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • EP Wealth Advisors held 3,090 shares of Royal Caribbean worth $981K as of Q2 2026.
  • EP Wealth Advisors bought 1,087 Royal Caribbean shares in Q2 2026, an estimated $304K.
  • Royal Caribbean made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #754 holding.
  • EP Wealth Advisors first reported a position in Royal Caribbean in Q2 2024 and has held it in 8 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.