Root Financial Partners
RCL icon

Root Financial Partners’s Royal Caribbean RCL Stock Holding History

Root Financial Partners’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
Q3 		$290K Buy
1,089
+136
+14% +$38.6K 0.01% 328
2026
Q2 		$303K Sell
953
-22
-2% -$6.15K 0.01% 281
2026
Q1 		$268K Sell
975
-838
-46% -$250K 0.01% 275
2025
Q4 		$506K Buy
1,813
+1,110
+158% +$314K 0.03% 159
2025
Q3 		$228K Sell
703
-48
-6% -$16K 0.01% 258
2025
Q2 		$235K Buy
+751
New +$179K 0.02% 219

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
OH
Osiris Holdings Monaco $3.14B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's RCL Position: Q3 2026 in Review

Root Financial Partners increased its Royal Caribbean (RCL) stake by 14% in Q3 2026, buying an estimated $38.6K and bringing the position to 1,089 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #328.

Root Financial Partners first reported a position in RCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $506K in Q4 2025. 999 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Root Financial Partners held 1,089 shares of Royal Caribbean worth $290K as of Q3 2026.
  • Root Financial Partners bought 136 Royal Caribbean shares in Q3 2026, an estimated $38.6K.
  • Royal Caribbean made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #328 holding.
  • Root Financial Partners first reported a position in Royal Caribbean in Q2 2025 and has held it in 6 quarters since.
  • Root Financial Partners's Royal Caribbean position peaked at $506K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.