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Institute for Wealth Management’s Royal Caribbean RCL Stock Holding History

Institute for Wealth Management’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 		$614K Hold
1,935
– – 0.05% 286
2026
Q1 		$532K Hold
1,935
– – 0.06% 307
2025
Q4 		$540K Sell
1,935
-84
-4% -$23.7K 0.06% 297
2025
Q3 		$653K Buy
2,019
+3
+0.1% +$1K 0.07% 270
2025
Q2 		$631K Sell
2,016
-8
-0.4% -$1.91K 0.07% 266
2025
Q1 		$416K Buy
2,024
+18
+0.9% +$4.25K 0.05% 332
2024
Q4 		$463K Sell
2,006
-52
-3% -$11.5K 0.06% 301
2024
Q3 		$365K Hold
2,058
– – 0.05% 367
2024
Q2 		$328K Hold
2,058
– – 0.04% 370
2024
Q1 		$286K Buy
2,058
+200
+11% +$25K 0.04% 402
2023
Q4 		$241K Buy
+1,858
New +$189K 0.04% 420

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

Institute for Wealth Management's RCL Position: Q2 2026 in Review

Institute for Wealth Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 1,935 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #286.

Institute for Wealth Management first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $653K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Institute for Wealth Management held 1,935 shares of Royal Caribbean worth $614K as of Q2 2026.
  • Institute for Wealth Management left its Royal Caribbean share count unchanged in Q2 2026.
  • Royal Caribbean made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Institute for Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
  • Institute for Wealth Management's Royal Caribbean position peaked at $653K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.