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EverSource Wealth Advisors’s Royal Caribbean RCL Stock Holding History

EverSource 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
Q1 		$787K Buy
2,861
+449
+19% +$134K 0.02% 450
2025
Q4 		$673K Buy
2,412
+59
+3% +$16.7K 0.02% 443
2025
Q3 		$761K Buy
2,353
+252
+12% +$84.2K 0.03% 378
2025
Q2 		$658K Sell
2,101
-73
-3% -$17.4K 0.03% 374
2025
Q1 		$447K Buy
2,174
+459
+27% +$108K 0.02% 406
2024
Q4 		$396K Buy
1,715
+188
+12% +$41.6K 0.02% 426
2024
Q3 		$271K Buy
1,527
+20
+1% +$3.24K 0.02% 477
2024
Q2 		$236K Buy
1,507
+349
+30% +$50.2K 0.02% 502
2024
Q1 		$162K Buy
1,158
+465
+67% +$58.1K 0.01% 558
2023
Q4 		$89.7K Buy
693
+38
+6% +$3.87K 0.01% 678
2023
Q3 		$60.4K Buy
655
+158
+32% +$15.8K 0.01% 745
2023
Q2 		$51.6K Buy
497
+72
+17% +$5.64K 0.01% 822
2023
Q1 		$27.8K Buy
425
+59
+16% +$3.89K ﹤0.01% 971
2022
Q4 		$18.1K Sell
366
-255
-41% -$13.4K ﹤0.01% 1093
2022
Q3 		$23K Buy
621
+344
+124% +$13.9K 0.01% 858
2022
Q2 		$10K Sell
277
-364
-57% -$22.6K ﹤0.01% 1038
2022
Q1 		$53K Buy
641
+56
+10% +$4.41K 0.01% 459
2021
Q4 		$45K Buy
+585
New +$47.5K 0.01% 449

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's RCL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Royal Caribbean (RCL) stake by 19% in Q1 2026, buying an estimated $134K and bringing the position to 2,861 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #450.

EverSource Wealth Advisors first reported a position in RCL in Q4 2021 and has held it in 18 quarters since. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • EverSource Wealth Advisors held 2,861 shares of Royal Caribbean worth $787K as of Q1 2026.
  • EverSource Wealth Advisors bought 449 Royal Caribbean shares in Q1 2026, an estimated $134K.
  • Royal Caribbean made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #450 holding.
  • EverSource Wealth Advisors first reported a position in Royal Caribbean in Q4 2021 and has held it in 18 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.