Perigon Wealth Management’s Royal Caribbean RCL Stock Holding History

Perigon 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	$1.47M	Buy	4,630 +185	+4%	+$51.7K	0.02%	469
2026 Q1	$1.22M	Buy	4,445 +28	+0.6%	+$8.34K	0.02%	475
2025 Q4	$1.23M	Sell	4,417 -13	-0.3%	-$3.67K	0.02%	482
2025 Q3	$1.43M	Buy	4,430 +985	+29%	+$329K	0.03%	422
2025 Q2	$1.08M	Buy	3,445 +200	+6%	+$47.6K	0.03%	444
2025 Q1	$667K	Buy	3,245 +12	+0.4%	+$2.83K	0.02%	554
2024 Q4	$754K	Buy	3,233 +701	+28%	+$155K	0.02%	518
2024 Q3	$449K	Buy	2,532 +22	+0.9%	+$3.56K	0.01%	649
2024 Q2	$400K	Sell	2,510 -6	-0.2%	-$863	0.01%	595
2024 Q1	$350K	Buy	2,516 +30	+1%	+$3.75K	0.01%	633
2023 Q4	$322K	Sell	2,486 -23	-0.9%	-$2.34K	0.01%	628
2023 Q3	$231K	Sell	2,509 -457	-15%	-$45.8K	0.01%	685
2023 Q2	$308K	Buy	+2,966	New	+$233K	0.01%	600
2021 Q1	–	Sell	-267	Closed	-$20K	–	908
2020 Q4	$20K	Buy	+267	New	+$18.6K	﹤0.01%	1055
2018 Q2	–	Sell	-4	Closed	–	–	521
2018 Q1	$0	Buy	+4	New	+$505	﹤0.01%	676

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's RCL Position: Q2 2026 in Review

Perigon Wealth Management increased its Royal Caribbean (RCL) stake by 4.2% in Q2 2026, buying an estimated $51.7K and bringing the position to 4,630 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #469.

Perigon Wealth Management first reported a position in RCL in Q1 2018 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Perigon Wealth Management held 4,630 shares of Royal Caribbean worth $1.47M as of Q2 2026.
Perigon Wealth Management bought 185 Royal Caribbean shares in Q2 2026, an estimated $51.7K.
Royal Caribbean made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #469 holding.
Perigon Wealth Management first reported a position in Royal Caribbean in Q1 2018 and has held it in 15 quarters since.
1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.