Financial Gravity Asset Management’s Royal Caribbean RCL Stock Holding History

Financial Gravity Asset Management’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	$33K	Hold	120	–	–	0.01%	368
2025 Q4	$33.5K	Sell	120 -100	-45%	-$28.2K	0.01%	294
2025 Q3	$71.2K	Buy	+220	New	+$73.5K	0.01%	255
2025 Q1	$24.7K	Buy	+120	New	+$28.3K	0.01%	445
2024 Q2	–	Sell	-98	Closed	-$13.2K	–	2206
2024 Q1	$13.2K	Buy	98 +63	+180%	+$7.87K	﹤0.01%	651
2023 Q4	$4.54K	Buy	+35	New	+$3.57K	﹤0.01%	884
2023 Q3	–	Sell	-104	Closed	-$10.4K	–	1223
2023 Q2	$693	Buy	+104	New	+$8.15K	﹤0.01%	922
2019 Q2	–	Sell	-50	Closed	-$6K	–	1579
2019 Q1	$6K	Buy	+50	New	+$5.68K	﹤0.01%	655
2018 Q3	$0	Buy	+3	New	+$352	﹤0.01%	1575

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's RCL Position: Q1 2026 in Review

Financial Gravity Asset Management held its Royal Caribbean (RCL) position steady in Q1 2026 at 120 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #368.

Financial Gravity Asset Management first reported a position in RCL in Q3 2018 and has held it in 9 quarters since. The position peaked at $71.2K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Financial Gravity Asset Management held 120 shares of Royal Caribbean worth $33K as of Q1 2026.
Financial Gravity Asset Management left its Royal Caribbean share count unchanged in Q1 2026.
Royal Caribbean made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #368 holding.
Financial Gravity Asset Management first reported a position in Royal Caribbean in Q3 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Royal Caribbean position peaked at $71.2K in Q3 2025.
1,175 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.