IAG Wealth Partners’s Royal Caribbean RCL Stock Holding History

IAG Wealth Partners’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	$34.9K	Hold	127	–	–	﹤0.01%	242
2025 Q4	$35.4K	Hold	127	–	–	﹤0.01%	241
2025 Q3	$41.1K	Hold	127	–	–	﹤0.01%	233
2025 Q2	$39.8K	Hold	127	–	–	0.01%	218
2025 Q1	$26.1K	Hold	127	–	–	﹤0.01%	255
2024 Q4	$29.3K	Hold	127	–	–	0.01%	240
2024 Q3	$22.5K	Hold	127	–	–	﹤0.01%	270
2024 Q2	$20.2K	Hold	127	–	–	﹤0.01%	268
2024 Q1	$17.7K	Hold	127	–	–	﹤0.01%	252
2023 Q4	$16.4K	Hold	127	–	–	﹤0.01%	251
2023 Q3	$11.7K	Hold	127	–	–	﹤0.01%	280
2023 Q2	$13.2K	Hold	127	–	–	﹤0.01%	278
2023 Q1	$8.29K	Hold	127	–	–	﹤0.01%	335
2022 Q4	$6.28K	Hold	127	–	–	﹤0.01%	337
2022 Q3	$5K	Hold	127	–	–	﹤0.01%	343
2022 Q2	$4K	Hold	127	–	–	﹤0.01%	353
2022 Q1	$11K	Hold	127	–	–	﹤0.01%	290
2021 Q4	$10K	Buy	127 +100	+370%	+$8.12K	﹤0.01%	303
2021 Q3	$3K	Hold	27	–	–	﹤0.01%	350
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	336
2021 Q1	$3K	Hold	27	–	–	﹤0.01%	335
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	318
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	325
2020 Q2	$2K	Buy	+27	New	+$1.22K	﹤0.01%	366

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

IAG Wealth Partners's RCL Position: Q1 2026 in Review

IAG Wealth Partners held its Royal Caribbean (RCL) position steady in Q1 2026 at 127 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

IAG Wealth Partners first reported a position in RCL in Q2 2020 and has held it in 24 quarters since. The position peaked at $41.1K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

IAG Wealth Partners held 127 shares of Royal Caribbean worth $34.9K as of Q1 2026.
IAG Wealth Partners left its Royal Caribbean share count unchanged in Q1 2026.
Royal Caribbean made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #242 holding.
IAG Wealth Partners first reported a position in Royal Caribbean in Q2 2020 and has held it in 24 quarters since.
IAG Wealth Partners's Royal Caribbean position peaked at $41.1K in Q3 2025.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.