EWA
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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
Q2 		$762K Sell
2,400
-461
-16% -$129K 0.03% 415
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 $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

EverSource Wealth Advisors's RCL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Royal Caribbean (RCL) stake by 16% in Q2 2026, selling an estimated $129K and leaving 2,400 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #415.

EverSource Wealth Advisors first reported a position in RCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $787K in Q1 2026. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • EverSource Wealth Advisors held 2,400 shares of Royal Caribbean worth $762K as of Q2 2026.
  • EverSource Wealth Advisors sold 461 Royal Caribbean shares in Q2 2026, an estimated $129K.
  • Royal Caribbean made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #415 holding.
  • EverSource Wealth Advisors first reported a position in Royal Caribbean in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Royal Caribbean position peaked at $787K in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.