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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
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 $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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's RCL Position: Q1 2026 in Review

SHP Wealth Management increased its Royal Caribbean (RCL) stake by 22% in Q1 2026, buying an estimated $8.64K and bringing the position to 159 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

SHP Wealth Management first reported a position in RCL in Q4 2025 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • SHP Wealth Management held 159 shares of Royal Caribbean worth $43.9K as of Q1 2026.
  • SHP Wealth Management bought 29 Royal Caribbean shares in Q1 2026, an estimated $8.64K.
  • Royal Caribbean made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #523 holding.
  • SHP Wealth Management first reported a position in Royal Caribbean in Q4 2025 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.