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Heritage Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Heritage Wealth Advisors’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 		$73.3K Buy
231
+200
+645% +$55.9K ﹤0.01% 296
2026
Q1 		$8.53K Hold
31
– – ﹤0.01% 530
2025
Q4 		$8.65K Hold
31
– – ﹤0.01% 465
2025
Q3 		$10K Hold
31
– – ﹤0.01% 427
2025
Q2 		$9.71K Hold
31
– – ﹤0.01% 426
2025
Q1 		$6.37K Sell
31
-7
-18% -$1.65K ﹤0.01% 440
2024
Q4 		$8.77K Buy
38
+7
+23% +$1.55K ﹤0.01% 452
2024
Q3 		$5.5K Buy
+31
New +$5.02K ﹤0.01% 471
2020
Q4 		– Sell
-80
Closed -$5.18K – 556
2020
Q3 		$5.18K Hold
80
– – ﹤0.01% 424
2020
Q2 		$4.02K Hold
80
– – ﹤0.01% 412
2020
Q1 		$2.57K Hold
80
– – ﹤0.01% 414
2019
Q4 		$10.7K Buy
+80
New +$9.32K ﹤0.01% 415

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
OH
Osiris Holdings Monaco $3.72B 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

Heritage Wealth Advisors's RCL Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Royal Caribbean (RCL) stake by 645% in Q2 2026, buying an estimated $55.9K and bringing the position to 231 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Heritage Wealth Advisors first reported a position in RCL in Q4 2019 and has held it in 12 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Heritage Wealth Advisors held 231 shares of Royal Caribbean worth $73.3K as of Q2 2026.
  • Heritage Wealth Advisors bought 200 Royal Caribbean shares in Q2 2026, an estimated $55.9K.
  • Royal Caribbean made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Heritage Wealth Advisors first reported a position in Royal Caribbean in Q4 2019 and has held it in 12 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.