Estate Planners Group’s Royal Caribbean RCL Stock Holding History

Estate Planners Group’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	-100	Closed	-$27.9K	–	339
2025 Q4	$27.9K	Buy	+100	New	+$28.2K	0.01%	182

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's RCL Position: Q1 2026 in Review

Estate Planners Group sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 100 shares — an estimated $27.9K sold.

Estate Planners Group first reported a position in RCL in Q4 2025 and held it in 1 quarter. The position peaked at $27.9K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Estate Planners Group reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 100 Royal Caribbean shares in Q1 2026, an estimated $27.9K.
Estate Planners Group first reported a position in Royal Caribbean in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Royal Caribbean position peaked at $27.9K in Q4 2025.
1,175 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.