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Forum Financial Management’s Royal Caribbean RCL Stock Holding History

Forum Financial 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 		– Sell
-2,718
Closed -$758K – 832
2025
Q4 		$758K Buy
2,718
+537
+25% +$152K 0.01% 318
2025
Q3 		$706K Sell
2,181
-671
-24% -$224K 0.01% 328
2025
Q2 		$893K Sell
2,852
-203
-7% -$48.3K 0.01% 238
2025
Q1 		$628K Buy
3,055
+46
+2% +$10.9K 0.01% 294
2024
Q4 		$694K Buy
3,009
+27
+0.9% +$5.98K 0.01% 283
2024
Q3 		$529K Buy
2,982
+11
+0.4% +$1.78K 0.01% 314
2024
Q2 		$474K Sell
2,971
-592
-17% -$85.1K 0.01% 323
2024
Q1 		$495K Hold
3,563
– – 0.01% 328
2023
Q4 		$461K Sell
3,563
-55
-2% -$5.61K 0.01% 308
2023
Q3 		$333K Hold
3,618
– – 0.01% 394
2023
Q2 		$375K Sell
3,618
-81
-2% -$6.35K 0.01% 368
2023
Q1 		$242K Buy
+3,699
New +$244K 0.01% 472
2022
Q4 		– Sell
-5,419
Closed -$205K – 604
2022
Q3 		$205K Buy
+5,419
New +$220K 0.01% 490
2022
Q2 		– Sell
-3,404
Closed -$285K – 635
2022
Q1 		$285K Sell
3,404
-168
-5% -$13.2K 0.01% 417
2021
Q4 		$275K Buy
+3,572
New +$290K 0.01% 458

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

Forum Financial Management's RCL Position: Q1 2026 in Review

Forum Financial Management sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 2,718 shares — an estimated $758K sold.

Forum Financial Management first reported a position in RCL in Q4 2021 and held it in 15 quarters. The position peaked at $893K in Q2 2025. 1,175 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Forum Financial Management reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,718 Royal Caribbean shares in Q1 2026, an estimated $758K.
  • Forum Financial Management first reported a position in Royal Caribbean in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Royal Caribbean position peaked at $893K in Q2 2025.
  • 1,175 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.