Formidable Asset Management’s Royal Caribbean RCL Stock Holding History

Formidable 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 Q2	$303K	Hold	1,100	–	–	0.05%	321
2026 Q1	$307K	Hold	1,100	–	–	0.05%	315
2025 Q4	$356K	Hold	1,100	–	–	0.05%	304
2025 Q3	$344K	Hold	1,100	–	–	0.05%	304
2025 Q2	$226K	Hold	1,100	–	–	0.04%	353
2025 Q1	$226K	Hold	1,100	–	–	0.04%	353
2024 Q4	$254K	Buy	+1,100	New	+$244K	0.04%	323
2020 Q4	–	Sell	-7,550	Closed	-$493K	–	294
2020 Q3	$493K	Buy	+7,550	New	+$444K	0.14%	132

Other funds holding RCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Formidable Asset Management's RCL Position: Q2 2026 in Review

Formidable Asset Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 1,100 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #321.

Formidable Asset Management first reported a position in RCL in Q3 2020 and has held it in 8 quarters since. The position peaked at $493K in Q3 2020. 455 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Formidable Asset Management held 1,100 shares of Royal Caribbean worth $303K as of Q2 2026.
Formidable Asset Management left its Royal Caribbean share count unchanged in Q2 2026.
Royal Caribbean made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #321 holding.
Formidable Asset Management first reported a position in Royal Caribbean in Q3 2020 and has held it in 8 quarters since.
Formidable Asset Management's Royal Caribbean position peaked at $493K in Q3 2020.
455 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.