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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's RCL Position: Q1 2026 in Review

Mascoma Wealth Management sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 5 shares — an estimated $1.4K sold.

Mascoma Wealth Management first reported a position in RCL in Q1 2021 and held it in 10 quarters. The position peaked at $106K in Q2 2023. 1,176 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Mascoma Wealth Management reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 5 Royal Caribbean shares in Q1 2026, an estimated $1.4K.
Mascoma Wealth Management first reported a position in Royal Caribbean in Q1 2021 and held it in 10 quarters.
Mascoma Wealth Management's Royal Caribbean position peaked at $106K in Q2 2023.
1,176 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.