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ROI Financial Advisors’s Royal Caribbean RCL Stock Holding History

ROI Financial Advisors’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 		$206K Buy
+649
New +$181K 0.11% 68
2025
Q4 		– Sell
-648
Closed -$210K – 68
2025
Q3 		$210K Hold
648
– – 0.13% 67
2025
Q2 		$203K Buy
+648
New +$154K 0.13% 70

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

ROI Financial Advisors's RCL Position: Q2 2026 in Review

ROI Financial Advisors opened a new position in Royal Caribbean (RCL) in Q2 2026: 649 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: ROI Financial Advisors previously reported a position in RCL as recently as Q3 2025.

ROI Financial Advisors first reported a position in RCL in Q2 2025 and has held it in 3 quarters since. The position peaked at $210K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • ROI Financial Advisors held 649 shares of Royal Caribbean worth $206K as of Q2 2026.
  • Royal Caribbean was a new ROI Financial Advisors position in Q2 2026.
  • Royal Caribbean made up 0.11% of ROI Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • ROI Financial Advisors first reported a position in Royal Caribbean in Q2 2025 and has held it in 3 quarters since.
  • ROI Financial Advisors's Royal Caribbean position peaked at $210K in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.