Integrated Wealth Concepts’s Royal Caribbean RCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Sell
3,934
-212
-5% -$59.3K 0.01% 1071
2026
Q1
$1.14M Buy
4,146
+2,942
+244% +$876K 0.01% 1035
2025
Q4
$336K Sell
1,204
-1,898
-61% -$536K ﹤0.01% 1272
2025
Q3
$1M Sell
3,102
-441
-12% -$147K 0.01% 980
2025
Q2
$1.11M Buy
3,543
+1,567
+79% +$373K 0.01% 866
2025
Q1
$406K Buy
1,976
+15
+0.8% +$3.54K ﹤0.01% 1246
2024
Q4
$452K Buy
1,961
+660
+51% +$146K 0.01% 1172
2024
Q3
$231K Sell
1,301
-1,552
-54% -$251K ﹤0.01% 1493
2024
Q2
$455K Sell
2,853
-857
-23% -$123K 0.01% 1090
2024
Q1
$516K Buy
3,710
+139
+4% +$17.4K 0.01% 1044
2023
Q4
$462K Sell
3,571
-254
-7% -$25.9K 0.01% 1032
2023
Q3
$352K Sell
3,825
-770
-17% -$77.1K 0.01% 1151
2023
Q2
$477K Buy
+4,595
New +$360K 0.01% 997

Other funds holding RCL

Integrated Wealth Concepts's RCL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Royal Caribbean (RCL) stake by 5.1% in Q2 2026, selling an estimated $59.3K and leaving 3,934 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1071.

Integrated Wealth Concepts first reported a position in RCL in Q2 2023 and has held it in 13 quarters since. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Integrated Wealth Concepts held 3,934 shares of Royal Caribbean worth $1.25M as of Q2 2026.
  • Integrated Wealth Concepts sold 212 Royal Caribbean shares in Q2 2026, an estimated $59.3K.
  • Royal Caribbean made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1071 holding.
  • Integrated Wealth Concepts first reported a position in Royal Caribbean in Q2 2023 and has held it in 13 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.