Simplicity Wealth’s Royal Caribbean RCL Stock Holding History

Simplicity Wealth’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	$606K	Buy	2,201 +804	+58%	+$239K	0.03%	411
2025 Q4	$390K	Sell	1,397 -966	-41%	-$273K	0.02%	489
2025 Q3	$765K	Sell	2,363 -516	-18%	-$172K	0.04%	354
2025 Q2	$901K	Buy	2,879 +1,702	+145%	+$405K	0.04%	348
2025 Q1	$242K	Buy	1,177 +179	+18%	+$42.3K	0.02%	476
2024 Q4	$230K	Buy	+998	New	+$221K	0.05%	284
2024 Q3	–	Sell	-21,547	Closed	-$3.44M	–	1044
2024 Q2	$3.44M	Sell	21,547 -1,924	-8%	-$277K	0.08%	250
2024 Q1	$3.26M	Buy	+23,471	New	+$2.93M	0.08%	255

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's RCL Position: Q1 2026 in Review

Simplicity Wealth increased its Royal Caribbean (RCL) stake by 58% in Q1 2026, buying an estimated $239K and bringing the position to 2,201 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #411.

Simplicity Wealth first reported a position in RCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.44M in Q2 2024. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Simplicity Wealth held 2,201 shares of Royal Caribbean worth $606K as of Q1 2026.
Simplicity Wealth bought 804 Royal Caribbean shares in Q1 2026, an estimated $239K.
Royal Caribbean made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #411 holding.
Simplicity Wealth first reported a position in Royal Caribbean in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Royal Caribbean position peaked at $3.44M in Q2 2024.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.