GeoWealth Management’s Royal Caribbean RCL Stock Holding History

GeoWealth 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	$258K	Buy	935 +121	+15%	+$36K	0.01%	661
2025 Q4	$227K	Buy	814 +40	+5%	+$11.3K	0.01%	640
2025 Q3	$250K	Sell	774 -643	-45%	-$215K	0.01%	634
2025 Q2	$444K	Buy	1,417 +31	+2%	+$7.38K	0.02%	428
2025 Q1	$285K	Sell	1,386 -1,587	-53%	-$375K	0.01%	567
2024 Q4	$686K	Buy	2,973 +1,296	+77%	+$287K	0.02%	396
2024 Q3	$297K	Sell	1,677 -48	-3%	-$7.78K	0.01%	608
2024 Q2	$275K	Buy	1,725 +349	+25%	+$50.2K	0.01%	606
2024 Q1	$191K	Buy	+1,376	New	+$172K	0.01%	696

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

GeoWealth Management's RCL Position: Q1 2026 in Review

GeoWealth Management increased its Royal Caribbean (RCL) stake by 15% in Q1 2026, buying an estimated $36K and bringing the position to 935 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #661.

GeoWealth Management first reported a position in RCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $686K in Q4 2024. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

GeoWealth Management held 935 shares of Royal Caribbean worth $258K as of Q1 2026.
GeoWealth Management bought 121 Royal Caribbean shares in Q1 2026, an estimated $36K.
Royal Caribbean made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #661 holding.
GeoWealth Management first reported a position in Royal Caribbean in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Royal Caribbean position peaked at $686K in Q4 2024.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.