Sagespring Wealth Partners’s Royal Caribbean RCL Stock Holding History

Sagespring Wealth 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	$2.3M	Buy	8,369 +567	+7%	+$169K	0.04%	181
2025 Q4	$2.18M	Sell	7,802 -106	-1%	-$29.9K	0.04%	178
2025 Q3	$2.56M	Sell	7,908 -11	-0.1%	-$3.67K	0.05%	158
2025 Q2	$2.48M	Buy	7,919 +240	+3%	+$57.1K	0.05%	158
2025 Q1	$1.58M	Buy	7,679 +371	+5%	+$87.6K	0.04%	181
2024 Q4	$1.69M	Buy	+7,308	New	+$1.62M	0.04%	156

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagespring Wealth Partners's RCL Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Royal Caribbean (RCL) stake by 7.3% in Q1 2026, buying an estimated $169K and bringing the position to 8,369 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #181.

Sagespring Wealth Partners first reported a position in RCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q3 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Sagespring Wealth Partners held 8,369 shares of Royal Caribbean worth $2.3M as of Q1 2026.
Sagespring Wealth Partners bought 567 Royal Caribbean shares in Q1 2026, an estimated $169K.
Royal Caribbean made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #181 holding.
Sagespring Wealth Partners first reported a position in Royal Caribbean in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Royal Caribbean position peaked at $2.56M in Q3 2025.
1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.