SWM
RCL icon

SilverOak Wealth Management’s Royal Caribbean RCL Stock Holding History

SilverOak 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 		$447K Sell
1,407
-60
-4% -$16.8K 0.06% 85
2026
Q1 		$404K Hold
1,467
– – 0.06% 81
2025
Q4 		$409K Hold
1,467
– – 0.06% 78
2025
Q3 		$475K Hold
1,467
– – 0.08% 72
2025
Q2 		$459K Sell
1,467
-85
-5% -$20.2K 0.09% 68
2025
Q1 		$319K Sell
1,552
-204
-12% -$48.2K 0.07% 72
2024
Q4 		$405K Hold
1,756
– – 0.09% 67
2024
Q3 		$311K Hold
1,756
– – 0.07% 73
2024
Q2 		$280K Sell
1,756
-195
-10% -$28K 0.07% 72
2024
Q1 		$271K Hold
1,951
– – 0.07% 77
2023
Q4 		$253K Buy
+1,951
New +$199K 0.07% 73

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

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

SilverOak Wealth Management reduced its Royal Caribbean (RCL) stake by 4.1% in Q2 2026, selling an estimated $16.8K and leaving 1,407 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #85.

SilverOak Wealth Management first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • SilverOak Wealth Management held 1,407 shares of Royal Caribbean worth $447K as of Q2 2026.
  • SilverOak Wealth Management sold 60 Royal Caribbean shares in Q2 2026, an estimated $16.8K.
  • Royal Caribbean made up 0.06% of SilverOak Wealth Management's portfolio in Q2 2026, its #85 holding.
  • SilverOak Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
  • SilverOak Wealth Management's Royal Caribbean position peaked at $475K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.