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SHP Wealth Management’s Royal Caribbean RCL Stock Holding History

SHP Wealth Management’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 		$54.1K Buy
170
+11
+7% +$3.08K ﹤0.01% 527
2026
Q1 		$43.9K Buy
159
+29
+22% +$8.64K ﹤0.01% 523
2025
Q4 		$36.3K Buy
+130
New +$36.7K ﹤0.01% 548

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 $3.38T AUM 44.17% 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

SHP Wealth Management's RCL Position: Q2 2026 in Review

SHP Wealth Management increased its Royal Caribbean (RCL) stake by 6.9% in Q2 2026, buying an estimated $3.08K and bringing the position to 170 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

SHP Wealth Management first reported a position in RCL in Q4 2025 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • SHP Wealth Management held 170 shares of Royal Caribbean worth $54.1K as of Q2 2026.
  • SHP Wealth Management bought 11 Royal Caribbean shares in Q2 2026, an estimated $3.08K.
  • Royal Caribbean made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #527 holding.
  • SHP Wealth Management first reported a position in Royal Caribbean in Q4 2025 and has held it in 3 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.