Gladstone Institutional Advisory’s Royal Caribbean RCL Stock Holding History

Gladstone Institutional Advisory’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	$491K	Buy	1,547 +323	+26%	+$90.3K	0.02%	595
2026 Q1	$337K	Sell	1,224 -1	-0.1%	-$298	0.01%	635
2025 Q4	$342K	Sell	1,225 -35	-3%	-$9.89K	0.01%	603
2025 Q3	$408K	Sell	1,260 -50	-4%	-$16.7K	0.02%	578
2025 Q2	$410K	Buy	1,310 +37	+3%	+$8.81K	0.02%	547
2025 Q1	$261K	Buy	1,273 +1	+0.1%	+$236	0.01%	618
2024 Q4	$294K	Sell	1,272 -2,665	-68%	-$590K	0.01%	589
2024 Q3	$698K	Sell	3,937 -802	-17%	-$130K	0.03%	374
2024 Q2	$756K	Buy	4,739 +2,347	+98%	+$337K	0.04%	340
2024 Q1	$333K	Buy	+2,392	New	+$299K	0.02%	509

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

Osiris Holdings Monaco $3.72B 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

Gladstone Institutional Advisory's RCL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Royal Caribbean (RCL) stake by 26% in Q2 2026, buying an estimated $90.3K and bringing the position to 1,547 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #595.

Gladstone Institutional Advisory first reported a position in RCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $756K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Gladstone Institutional Advisory held 1,547 shares of Royal Caribbean worth $491K as of Q2 2026.
Gladstone Institutional Advisory bought 323 Royal Caribbean shares in Q2 2026, an estimated $90.3K.
Royal Caribbean made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #595 holding.
Gladstone Institutional Advisory first reported a position in Royal Caribbean in Q1 2024 and has held it in 10 quarters since.
Gladstone Institutional Advisory's Royal Caribbean position peaked at $756K in Q2 2024.
1,230 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.