Evolution Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Evolution 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	$1.08M	Hold	3,939	–	–	0.11%	72
2025 Q4	$1.1M	Buy	3,939 +1	+0%	+$282	0.11%	72
2025 Q3	$1.27M	Sell	3,938 -13	-0.3%	-$4.34K	0.17%	64
2025 Q2	$1.24M	Buy	3,951 +245	+7%	+$58.3K	0.18%	63
2025 Q1	$761K	Buy	+3,706	New	+$875K	0.13%	73
2021 Q4	–	Sell	-151	Closed	-$13K	–	521
2021 Q3	$13K	Sell	151 -12,949	-99%	-$1.05M	﹤0.01%	371
2021 Q2	$1.12M	Sell	13,100 -301	-2%	-$26.2K	0.23%	55
2021 Q1	$1.15M	Buy	13,401 +415	+3%	+$32.9K	0.26%	56
2020 Q4	$970K	Buy	12,986 +9,995	+334%	+$697K	0.22%	60
2020 Q3	$194K	Buy	2,991 +220	+8%	+$13K	0.05%	100
2020 Q2	$139K	Buy	2,771 +351	+15%	+$15.9K	0.05%	98
2020 Q1	$189K	Buy	2,420 +2,399	+11,424%	+$219K	0.08%	64
2019 Q4	$3K	Buy	+21	New	+$2.45K	﹤0.01%	528
2019 Q3	–	Sell	-28	Closed	-$3K	–	570
2019 Q2	$3K	Buy	+28	New	+$3.41K	﹤0.01%	361

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evolution Wealth Advisors held its Royal Caribbean (RCL) position steady in Q1 2026 at 3,939 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #72.

Evolution Wealth Advisors first reported a position in RCL in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Evolution Wealth Advisors held 3,939 shares of Royal Caribbean worth $1.08M as of Q1 2026.
Evolution Wealth Advisors left its Royal Caribbean share count unchanged in Q1 2026.
Royal Caribbean made up 0.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Evolution Wealth Advisors first reported a position in Royal Caribbean in Q2 2019 and has held it in 14 quarters since.
Evolution Wealth Advisors's Royal Caribbean position peaked at $1.27M in Q3 2025.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.