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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
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 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

Root Financial Partners's RCL Position: Q1 2026 in Review

Root Financial Partners reduced its Royal Caribbean (RCL) stake by 46% in Q1 2026, selling an estimated $250K and leaving 975 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #275.

Root Financial Partners first reported a position in RCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $506K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Root Financial Partners held 975 shares of Royal Caribbean worth $268K as of Q1 2026.
  • Root Financial Partners sold 838 Royal Caribbean shares in Q1 2026, an estimated $250K.
  • Royal Caribbean made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #275 holding.
  • Root Financial Partners first reported a position in Royal Caribbean in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Royal Caribbean position peaked at $506K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.