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 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 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

Root Financial Partners's RCL Position: Q2 2026 in Review

Root Financial Partners reduced its Royal Caribbean (RCL) stake by 2.3% in Q2 2026, selling an estimated $6.15K and leaving 953 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #281.

Root Financial Partners first reported a position in RCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $506K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Root Financial Partners held 953 shares of Royal Caribbean worth $303K as of Q2 2026.
Root Financial Partners sold 22 Royal Caribbean shares in Q2 2026, an estimated $6.15K.
Royal Caribbean made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #281 holding.
Root Financial Partners first reported a position in Royal Caribbean in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's Royal Caribbean position peaked at $506K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.