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 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 $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

Gladstone Institutional Advisory's RCL Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Royal Caribbean (RCL) stake by 0.08% in Q1 2026, selling an estimated $298 and leaving 1,224 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #635.

Gladstone Institutional Advisory first reported a position in RCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $756K in Q2 2024. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Gladstone Institutional Advisory held 1,224 shares of Royal Caribbean worth $337K as of Q1 2026.
Gladstone Institutional Advisory sold 1 Royal Caribbean share in Q1 2026, an estimated $298.
Royal Caribbean made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #635 holding.
Gladstone Institutional Advisory first reported a position in Royal Caribbean in Q1 2024 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Royal Caribbean position peaked at $756K in Q2 2024.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.