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NewEdge Wealth’s Royal Caribbean RCL Stock Holding History

NewEdge Wealth’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 		$3.15M Sell
11,433
-10,091
-47% -$3M 0.04% 315
2025
Q4 		$6M Buy
21,524
+4,365
+25% +$1.23M 0.07% 199
2025
Q3 		$4.4M Buy
17,159
+522
+3% +$174K 0.06% 232
2025
Q2 		$5.15M Buy
16,637
+277
+2% +$66K 0.08% 193
2025
Q1 		$3.36M Buy
16,360
+6,139
+60% +$1.45M 0.06% 247
2024
Q4 		$2.36M Sell
10,221
-7
-0.1% -$1.55K 0.04% 315
2024
Q3 		$1.81M Buy
10,228
+149
+1% +$24.1K 0.03% 367
2024
Q2 		$1.61M Sell
10,079
-90
-0.9% -$12.9K 0.03% 353
2024
Q1 		$1.4M Buy
10,169
+240
+2% +$30K 0.03% 374
2023
Q4 		$1.29M Buy
+9,929
New +$1.01M 0.03% 363
2023
Q3 		– Sell
-2,199
Closed -$228K – 668
2023
Q2 		$228K Buy
+2,199
New +$172K 0.01% 585
2021
Q2 		– Sell
-7,849
Closed -$672K – 305
2021
Q1 		$672K Buy
+7,849
New +$622K 0.07% 195

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

NewEdge Wealth's RCL Position: Q1 2026 in Review

NewEdge Wealth reduced its Royal Caribbean (RCL) stake by 47% in Q1 2026, selling an estimated $3M and leaving 11,433 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #315.

NewEdge Wealth first reported a position in RCL in Q1 2021 and has held it in 12 quarters since. The position peaked at $6M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • NewEdge Wealth held 11,433 shares of Royal Caribbean worth $3.15M as of Q1 2026.
  • NewEdge Wealth sold 10,091 Royal Caribbean shares in Q1 2026, an estimated $3M.
  • Royal Caribbean made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #315 holding.
  • NewEdge Wealth first reported a position in Royal Caribbean in Q1 2021 and has held it in 12 quarters since.
  • NewEdge Wealth's Royal Caribbean position peaked at $6M in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.