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Marshall Financial Group (Maryland)’s Royal Caribbean RCL Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-2,504
Closed -$689K – 332
2026
Q1 		$689K Buy
2,504
+30
+1% +$8.93K 0.11% 175
2025
Q4 		$690K Buy
+2,474
New +$699K 0.13% 180

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

Marshall Financial Group (Maryland)'s RCL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Royal Caribbean (RCL) in Q2 2026, closing a stake of 2,504 shares — an estimated $689K sold.

Marshall Financial Group (Maryland) first reported a position in RCL in Q4 2025 and held it in 2 quarters. The position peaked at $690K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Royal Caribbean position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,504 Royal Caribbean shares in Q2 2026, an estimated $689K.
  • Marshall Financial Group (Maryland) first reported a position in Royal Caribbean in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Royal Caribbean position peaked at $690K in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.