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Sage Mountain Advisors’s Royal Caribbean RCL Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,018
Closed -$563K – 505
2025
Q4 		$563K Sell
2,018
-103
-5% -$29.1K 0.03% 252
2025
Q3 		$686K Sell
2,121
-50
-2% -$16.7K 0.04% 217
2025
Q2 		$680K Buy
2,171
+336
+18% +$80K 0.04% 194
2025
Q1 		$377K Buy
1,835
+16
+0.9% +$3.78K 0.03% 268
2024
Q4 		$420K Sell
1,819
-76
-4% -$16.8K 0.03% 240
2024
Q3 		$336K Buy
1,895
+296
+19% +$48K 0.03% 261
2024
Q2 		$255K Buy
+1,599
New +$230K 0.02% 292

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

Sage Mountain Advisors's RCL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 2,018 shares — an estimated $563K sold.

Sage Mountain Advisors first reported a position in RCL in Q2 2024 and held it in 7 quarters. The position peaked at $686K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,018 Royal Caribbean shares in Q1 2026, an estimated $563K.
  • Sage Mountain Advisors first reported a position in Royal Caribbean in Q2 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's Royal Caribbean position peaked at $686K in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.