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Ethos Financial Group’s Royal Caribbean RCL Stock Holding History

Ethos Financial 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
Q2 		$278K Buy
+858
New +$240K 0.02% 487
2025
Q4 		– Sell
-633
Closed -$206K – 566
2025
Q3 		$206K Buy
+633
New +$211K 0.02% 445
2024
Q3 		– Sell
-3,095
Closed -$495K – 322
2024
Q2 		$495K Buy
+3,095
New +$445K 0.09% 137

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

Ethos Financial Group's RCL Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Royal Caribbean (RCL) in Q2 2026: 858 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in RCL as recently as Q3 2025.

Ethos Financial Group first reported a position in RCL in Q2 2024 and has held it in 3 quarters since. The position peaked at $495K in Q2 2024. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Ethos Financial Group held 858 shares of Royal Caribbean worth $278K as of Q2 2026.
  • Royal Caribbean was a new Ethos Financial Group position in Q2 2026.
  • Royal Caribbean made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #487 holding.
  • Ethos Financial Group first reported a position in Royal Caribbean in Q2 2024 and has held it in 3 quarters since.
  • Ethos Financial Group's Royal Caribbean position peaked at $495K in Q2 2024.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.