MWM
RCL icon

Meridian Wealth Management’s Royal Caribbean RCL Stock Holding History

Meridian 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 		$766K Sell
2,784
-1,340
-32% -$399K 0.03% 406
2025
Q4 		$1.15M Buy
4,124
+1,518
+58% +$429K 0.04% 324
2025
Q3 		$843K Sell
2,606
-835
-24% -$279K 0.03% 364
2025
Q2 		$1.08M Buy
3,441
+1
+0% +$238 0.05% 295
2025
Q1 		$707K Sell
3,440
-398
-10% -$93.9K 0.03% 350
2024
Q4 		$885K Buy
3,838
+2
+0.1% +$443 0.04% 309
2024
Q3 		$680K Buy
3,836
+20
+0.5% +$3.24K 0.03% 355
2024
Q2 		$608K Buy
+3,816
New +$549K 0.07% 158
2024
Q1 		– Sell
-5,699
Closed -$738K – 432
2023
Q4 		$738K Sell
5,699
-1,735
-23% -$177K 0.05% 306
2023
Q3 		$685K Sell
7,434
-14
-0.2% -$1.4K 0.04% 302
2023
Q2 		$773K Sell
7,448
-94
-1% -$7.37K 0.07% 243
2023
Q1 		$492K Buy
7,542
+50
+0.7% +$3.3K 0.04% 321
2022
Q4 		$370K Sell
7,492
-16
-0.2% -$839 0.04% 368
2022
Q3 		$285K Buy
7,508
+275
+4% +$11.1K 0.03% 375
2022
Q2 		$253K Sell
7,233
-335
-4% -$20.8K 0.02% 471
2022
Q1 		$634K Sell
7,568
-267
-3% -$21K 0.07% 204
2021
Q4 		$603K Sell
7,835
-15,000
-66% -$1.22M 0.06% 218
2021
Q3 		$2.03M Hold
22,835
– – 0.25% 87
2021
Q2 		$1.95M Hold
22,835
– – 0.25% 83
2021
Q1 		$1.96M Sell
22,835
-200
-0.9% -$15.9K 0.28% 78
2020
Q4 		$1.72M Sell
23,035
-1,340
-5% -$93.4K 0.27% 78
2020
Q3 		$1.58M Sell
24,375
-2,850
-10% -$168K 0.39% 55
2020
Q2 		$1.37M Buy
27,225
+2,430
+10% +$110K 0.46% 47
2020
Q1 		$797K Buy
+24,795
New +$2.27M 0.35% 61
2019
Q4 		– Sell
-1,890
Closed -$205K – 212
2019
Q3 		$205K Sell
1,890
-310
-14% -$34.1K 0.1% 193
2019
Q2 		$2.67K Buy
+2,200
New +$268K 0.11% 166

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Meridian Wealth Management reduced its Royal Caribbean (RCL) stake by 32% in Q1 2026, selling an estimated $399K and leaving 2,784 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #406.

Meridian Wealth Management first reported a position in RCL in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q3 2021. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Meridian Wealth Management held 2,784 shares of Royal Caribbean worth $766K as of Q1 2026.
  • Meridian Wealth Management sold 1,340 Royal Caribbean shares in Q1 2026, an estimated $399K.
  • Royal Caribbean made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #406 holding.
  • Meridian Wealth Management first reported a position in Royal Caribbean in Q2 2019 and has held it in 26 quarters since.
  • Meridian Wealth Management's Royal Caribbean position peaked at $2.03M in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.