SAG
RCL icon

SageView Advisory Group’s Royal Caribbean RCL Stock Holding History

SageView Advisory Group’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 		$360K Sell
1,132
-389
-26% -$109K 0.01% 441
2026
Q1 		$419K Sell
1,521
-56
-4% -$16.7K 0.02% 393
2025
Q4 		$440K Sell
1,577
-532
-25% -$150K 0.01% 383
2025
Q3 		$683K Buy
2,109
+113
+6% +$37.8K 0.02% 327
2025
Q2 		$703K Buy
1,996
+19
+1% +$4.52K 0.03% 305
2025
Q1 		$406K Buy
+1,977
New +$467K 0.02% 386

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's RCL Position: Q2 2026 in Review

SageView Advisory Group reduced its Royal Caribbean (RCL) stake by 26% in Q2 2026, selling an estimated $109K and leaving 1,132 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #441.

SageView Advisory Group first reported a position in RCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $703K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • SageView Advisory Group held 1,132 shares of Royal Caribbean worth $360K as of Q2 2026.
  • SageView Advisory Group sold 389 Royal Caribbean shares in Q2 2026, an estimated $109K.
  • Royal Caribbean made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #441 holding.
  • SageView Advisory Group first reported a position in Royal Caribbean in Q1 2025 and has held it in 6 quarters since.
  • SageView Advisory Group's Royal Caribbean position peaked at $703K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.