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Essex Financial Services’s Royal Caribbean RCL Stock Holding History

Essex Financial Services’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 		$240K Buy
755
+25
+3% +$6.99K 0.01% 725
2026
Q1 		$201K Sell
730
-155
-18% -$46.2K 0.01% 760
2025
Q4 		$247K Buy
885
+171
+24% +$48.3K 0.01% 673
2025
Q3 		$231K Buy
714
+74
+12% +$24.7K 0.01% 657
2025
Q2 		$201K Buy
+640
New +$152K 0.01% 666

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essex Financial Services's RCL Position: Q2 2026 in Review

Essex Financial Services increased its Royal Caribbean (RCL) stake by 3.4% in Q2 2026, buying an estimated $6.99K and bringing the position to 755 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #725.

Essex Financial Services first reported a position in RCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 885 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Essex Financial Services held 755 shares of Royal Caribbean worth $240K as of Q2 2026.
  • Essex Financial Services bought 25 Royal Caribbean shares in Q2 2026, an estimated $6.99K.
  • Royal Caribbean made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #725 holding.
  • Essex Financial Services first reported a position in Royal Caribbean in Q2 2025 and has held it in 5 quarters since.
  • Essex Financial Services's Royal Caribbean position peaked at $247K in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.