IWC
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Integrated Wealth Concepts’s Royal Caribbean RCL Stock Holding History

Integrated Wealth Concepts’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 		$1.47M Buy
4,620
+474
+11% +$133K 0.01% 1120
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

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

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

Integrated Wealth Concepts increased its Royal Caribbean (RCL) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 4,620 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #1120.

Integrated Wealth Concepts first reported a position in RCL in Q2 2023 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Integrated Wealth Concepts held 4,620 shares of Royal Caribbean worth $1.47M as of Q2 2026.
  • Integrated Wealth Concepts bought 474 Royal Caribbean shares in Q2 2026, an estimated $133K.
  • Royal Caribbean made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1120 holding.
  • Integrated Wealth Concepts first reported a position in Royal Caribbean in Q2 2023 and has held it in 13 quarters since.
  • 1,227 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.