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Oak Ridge Investments’s Royal Caribbean RCL Stock Holding History

Oak Ridge Investments’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 		$749K Sell
2,360
-182
-7% -$50.9K 0.04% 134
2026
Q1 		$700K Sell
2,542
-1
-0% -$298 0.05% 137
2025
Q4 		$709K Sell
2,543
-155
-6% -$43.8K 0.04% 138
2025
Q3 		$873K Buy
2,698
+5
+0.2% +$1.67K 0.06% 128
2025
Q2 		$843K Buy
+2,693
New +$641K 0.06% 120

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Ridge Investments's RCL Position: Q2 2026 in Review

Oak Ridge Investments reduced its Royal Caribbean (RCL) stake by 7.2% in Q2 2026, selling an estimated $50.9K and leaving 2,360 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #134.

Oak Ridge Investments first reported a position in RCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $873K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Oak Ridge Investments held 2,360 shares of Royal Caribbean worth $749K as of Q2 2026.
  • Oak Ridge Investments sold 182 Royal Caribbean shares in Q2 2026, an estimated $50.9K.
  • Royal Caribbean made up 0.04% of Oak Ridge Investments's portfolio in Q2 2026, its #134 holding.
  • Oak Ridge Investments first reported a position in Royal Caribbean in Q2 2025 and has held it in 5 quarters since.
  • Oak Ridge Investments's Royal Caribbean position peaked at $873K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.