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Mowery & Schoenfeld Wealth Management’s Royal Caribbean RCL Stock Holding History

Mowery & Schoenfeld 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
Q2 		$10.8K Hold
34
– – 0.01% 236
2026
Q1 		$9.36K Hold
34
– – 0.01% 224
2025
Q4 		$9.48K Hold
34
– – 0.01% 252
2025
Q3 		$11K Sell
34
-4
-11% -$1.34K 0.02% 214
2025
Q2 		$11.9K Hold
38
– – 0.02% 207
2025
Q1 		$7.81K Hold
38
– – 0.02% 284
2024
Q4 		$8.77K Sell
38
-252
-87% -$55.8K 0.02% 242
2024
Q3 		$51.4K Hold
290
– – 0.08% 97
2024
Q2 		$46.2K Hold
290
– – 0.07% 102
2024
Q1 		$40.3K Hold
290
– – 0.08% 81
2023
Q4 		$37.6K Buy
+290
New +$29.6K 0.08% 78

Other funds holding RCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's RCL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 34 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Mowery & Schoenfeld Wealth Management first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.4K in Q3 2024. 731 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 34 shares of Royal Caribbean worth $10.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Royal Caribbean share count unchanged in Q2 2026.
  • Royal Caribbean made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Royal Caribbean position peaked at $51.4K in Q3 2024.
  • 731 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.