HWA
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HHM Wealth Advisors’s Royal Caribbean RCL Stock Holding History

HHM 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 		$39.4K Hold
124
– – ﹤0.01% 422
2026
Q1 		$34.1K Hold
124
– – ﹤0.01% 419
2025
Q4 		$34.6K Hold
124
– – ﹤0.01% 416
2025
Q3 		$40.1K Hold
124
– – ﹤0.01% 404
2025
Q2 		$38.8K Sell
124
-200
-62% -$47.6K ﹤0.01% 412
2025
Q1 		$66.6K Hold
324
– – 0.01% 314
2024
Q4 		$74.7K Buy
324
+14
+5% +$3.1K 0.01% 302
2024
Q3 		$55K Hold
310
– – 0.01% 328
2024
Q2 		$49.4K Hold
310
– – 0.01% 344
2024
Q1 		$43.1K Hold
310
– – 0.01% 319
2023
Q4 		$40.1K Hold
310
– – 0.01% 318
2023
Q3 		$28.6K Hold
310
– – 0.01% 352
2023
Q2 		$32.2K Sell
310
-150
-33% -$11.8K 0.01% 352
2023
Q1 		$30K Hold
460
– – 0.01% 356
2022
Q4 		$22.7K Hold
460
– – 0.01% 343
2022
Q3 		$17K Buy
460
+360
+360% +$14.6K ﹤0.01% 369
2022
Q2 		$3K Hold
100
– – ﹤0.01% 716
2022
Q1 		$8K Hold
100
– – ﹤0.01% 566
2021
Q4 		$8K Buy
+100
New +$8.12K ﹤0.01% 536
2020
Q4 		– Sell
-100
Closed -$6K – 561
2020
Q3 		$6K Hold
100
– – ﹤0.01% 424
2020
Q2 		$5K Hold
100
– – ﹤0.01% 416
2020
Q1 		$3K Buy
+100
New +$9.14K ﹤0.01% 422

Other funds holding RCL

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

HHM Wealth Advisors held its Royal Caribbean (RCL) position steady in Q2 2026 at 124 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

HHM Wealth Advisors first reported a position in RCL in Q1 2020 and has held it in 22 quarters since. The position peaked at $74.7K in Q4 2024. 358 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • HHM Wealth Advisors held 124 shares of Royal Caribbean worth $39.4K as of Q2 2026.
  • HHM Wealth Advisors left its Royal Caribbean share count unchanged in Q2 2026.
  • Royal Caribbean made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • HHM Wealth Advisors first reported a position in Royal Caribbean in Q1 2020 and has held it in 22 quarters since.
  • HHM Wealth Advisors's Royal Caribbean position peaked at $74.7K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.