National Wealth Management Group’s Royal Caribbean RCL Stock Holding History

National Wealth Management Group’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	$240K	Sell	755 -14	-2%	-$3.91K	0.07%	200
2026 Q1	$212K	Sell	769 -13	-2%	-$3.87K	0.08%	206
2025 Q4	$218K	Sell	782 -73	-9%	-$20.6K	0.08%	227
2025 Q3	$277K	Buy	+855	New	+$286K	0.1%	190
2022 Q4	–	Sell	-12,783	Closed	-$484K	–	157
2022 Q3	$484K	Buy	+12,783	New	+$518K	0.63%	42

Other funds holding RCL

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

National Wealth Management Group's RCL Position: Q2 2026 in Review

National Wealth Management Group reduced its Royal Caribbean (RCL) stake by 1.8% in Q2 2026, selling an estimated $3.91K and leaving 755 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #200.

National Wealth Management Group first reported a position in RCL in Q3 2022 and has held it in 5 quarters since. The position peaked at $484K in Q3 2022. 280 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

National Wealth Management Group held 755 shares of Royal Caribbean worth $240K as of Q2 2026.
National Wealth Management Group sold 14 Royal Caribbean shares in Q2 2026, an estimated $3.91K.
Royal Caribbean made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #200 holding.
National Wealth Management Group first reported a position in Royal Caribbean in Q3 2022 and has held it in 5 quarters since.
National Wealth Management Group's Royal Caribbean position peaked at $484K in Q3 2022.
280 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.