Mascoma Wealth Management’s Royal Caribbean RCL Stock Holding History

Mascoma 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 Q3	$798	Buy	+3	New	+$852	﹤0.01%	510
2026 Q1	–	Sell	-5	Closed	-$1.4K	–	539
2025 Q4	$1.4K	Buy	+5	New	+$1.41K	﹤0.01%	440
2023 Q3	–	Sell	-1,000	Closed	-$106K	–	515
2023 Q2	$106K	Hold	1,000	–	–	0.03%	133
2023 Q1	$65.4K	Hold	1,000	–	–	0.02%	209
2022 Q4	$49.4K	Hold	1,000	–	–	0.02%	230
2022 Q3	$38K	Hold	1,000	–	–	0.01%	271
2022 Q2	$35K	Hold	1,000	–	–	0.01%	289
2022 Q1	$84K	Hold	1,000	–	–	0.03%	205
2021 Q4	$77K	Hold	1,000	–	–	0.03%	183
2021 Q3	$89K	Buy	+1,000	New	+$80.9K	0.03%	166
2021 Q2	–	Sell	-1,000	Closed	-$86K	–	362
2021 Q1	$86K	Buy	+1,000	New	+$79.3K	0.04%	165

Other funds holding RCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mascoma Wealth Management's RCL Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Royal Caribbean (RCL) in Q3 2026: 3 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in RCL as recently as Q4 2025.

Mascoma Wealth Management first reported a position in RCL in Q1 2021 and has held it in 11 quarters since. The position peaked at $106K in Q2 2023. 650 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Mascoma Wealth Management held 3 shares of Royal Caribbean worth $798 as of Q3 2026.
Royal Caribbean was a new Mascoma Wealth Management position in Q3 2026.
Royal Caribbean made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #510 holding.
Mascoma Wealth Management first reported a position in Royal Caribbean in Q1 2021 and has held it in 11 quarters since.
Mascoma Wealth Management's Royal Caribbean position peaked at $106K in Q2 2023.
650 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.