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Everhart Financial Group’s Royal Caribbean RCL Stock Holding History

Everhart 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 		$2.2M Sell
6,921
-603
-8% -$169K 0.14% 75
2026
Q1 		$2.07M Buy
7,524
+243
+3% +$72.4K 0.18% 72
2025
Q4 		$2.03M Sell
7,281
-85
-1% -$24K 0.19% 69
2025
Q3 		$2.38M Buy
7,366
+708
+11% +$237K 0.24% 48
2025
Q2 		$2.08M Sell
6,658
-257
-4% -$61.2K 0.24% 54
2025
Q1 		$1.42M Sell
6,915
-240
-3% -$56.7K 0.19% 74
2024
Q4 		$1.65M Buy
7,155
+116
+2% +$25.7K 0.34% 52
2024
Q3 		$1.25M Buy
7,039
+827
+13% +$134K 0.28% 69
2024
Q2 		$990K Buy
6,212
+422
+7% +$60.7K 0.26% 74
2024
Q1 		$805K Buy
5,790
+355
+7% +$44.3K 0.23% 87
2023
Q4 		$704K Buy
5,435
+426
+9% +$43.4K 0.25% 82
2023
Q3 		$462K Buy
5,009
+133
+3% +$13.3K 0.2% 101
2023
Q2 		$506K Buy
4,876
+522
+12% +$40.9K 0.21% 94
2023
Q1 		$284K Buy
4,354
+269
+7% +$17.7K 0.13% 144
2022
Q4 		$202K Buy
+4,085
New +$214K 0.1% 175

Other funds holding RCL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Everhart Financial Group reduced its Royal Caribbean (RCL) stake by 8% in Q2 2026, selling an estimated $169K and leaving 6,921 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #75.

Everhart Financial Group first reported a position in RCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2025. 162 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Everhart Financial Group held 6,921 shares of Royal Caribbean worth $2.2M as of Q2 2026.
  • Everhart Financial Group sold 603 Royal Caribbean shares in Q2 2026, an estimated $169K.
  • Royal Caribbean made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #75 holding.
  • Everhart Financial Group first reported a position in Royal Caribbean in Q4 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's Royal Caribbean position peaked at $2.38M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.