Sigma Planning Corp
RCL icon

Sigma Planning Corp’s Royal Caribbean RCL Stock Holding History

Sigma Planning Corp’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
Q3 		$379K Buy
1,426
+10
+0.7% +$2.84K 0.01% 963
2026
Q2 		$450K Buy
1,416
+6
+0.4% +$1.68K 0.01% 963
2026
Q1 		$388K Sell
1,410
-362
-20% -$108K 0.01% 948
2025
Q4 		$494K Sell
1,772
-4
-0.2% -$1.13K 0.01% 796
2025
Q3 		$575K Sell
1,776
-286
-14% -$95.6K 0.02% 757
2025
Q2 		$646K Sell
2,062
-39
-2% -$9.29K 0.02% 680
2025
Q1 		$432K Sell
2,101
-207
-9% -$48.9K 0.01% 794
2024
Q4 		$532K Sell
2,308
-5
-0.2% -$1.11K 0.02% 721
2024
Q3 		$410K Sell
2,313
-85
-4% -$13.8K 0.01% 815
2024
Q2 		$382K Buy
2,398
+63
+3% +$9.06K 0.01% 831
2024
Q1 		$325K Buy
+2,335
New +$292K 0.01% 921
2023
Q4 		– Sell
-2,378
Closed -$219K – 1105
2023
Q3 		$219K Sell
2,378
-363
-13% -$36.4K 0.01% 1054
2023
Q2 		$284K Sell
2,741
-2,998
-52% -$235K 0.01% 960
2023
Q1 		$375K Buy
+5,739
New +$379K 0.01% 929
2022
Q2 		– Sell
-3,612
Closed -$303K – 1405
2022
Q1 		$303K Sell
3,612
-1,461
-29% -$115K 0.01% 1056
2021
Q4 		$390K Buy
5,073
+80
+2% +$6.5K 0.01% 955
2021
Q3 		$444K Sell
4,993
-2,126
-30% -$172K 0.01% 870
2021
Q2 		$607K Sell
7,119
-213
-3% -$18.6K 0.02% 749
2021
Q1 		$628K Sell
7,332
-826
-10% -$65.5K 0.02% 681
2020
Q4 		$609K Buy
8,158
+1,415
+21% +$98.6K 0.02% 620
2020
Q3 		$436K Sell
6,743
-189
-3% -$11.1K 0.02% 655
2020
Q2 		$349K Sell
6,932
-103
-1% -$4.66K 0.02% 725
2020
Q1 		$226K Buy
+7,035
New +$643K 0.01% 742
2019
Q3 		– Sell
-6,044
Closed -$733K – 1053
2019
Q2 		$733K Buy
6,044
+161
+3% +$19.6K 0.04% 429
2019
Q1 		$674K Buy
5,883
+638
+12% +$72.5K 0.04% 420
2018
Q4 		$513K Sell
5,245
-860
-14% -$94.2K 0.04% 435
2018
Q3 		$793K Buy
6,105
+3,904
+177% +$458K 0.05% 348
2018
Q2 		$228K Buy
+2,201
New +$242K 0.02% 775

Other funds holding RCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sigma Planning Corp's RCL Position: Q3 2026 in Review

Sigma Planning Corp increased its Royal Caribbean (RCL) stake by 0.71% in Q3 2026, buying an estimated $2.84K and bringing the position to 1,426 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #963.

Sigma Planning Corp first reported a position in RCL in Q2 2018 and has held it in 28 quarters since. The position peaked at $793K in Q3 2018. 624 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Sigma Planning Corp held 1,426 shares of Royal Caribbean worth $379K as of Q3 2026.
  • Sigma Planning Corp bought 10 Royal Caribbean shares in Q3 2026, an estimated $2.84K.
  • Royal Caribbean made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #963 holding.
  • Sigma Planning Corp first reported a position in Royal Caribbean in Q2 2018 and has held it in 28 quarters since.
  • Sigma Planning Corp's Royal Caribbean position peaked at $793K in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.