Sims Investment Management’s Royal Caribbean RCL Stock Holding History

Sims Investment 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 Q3	$266K	Hold	1,000	–	–	0.08%	35
2026 Q2	$318K	Hold	1,000	–	–	0.1%	32
2026 Q1	$275K	Sell	1,000 -10	-1%	-$2.98K	0.1%	32
2025 Q4	$282K	Sell	1,010 -20	-2%	-$5.65K	0.1%	38
2025 Q3	$333K	Sell	1,030 -536	-34%	-$179K	0.12%	35
2025 Q2	$490K	Buy	1,566 +66	+4%	+$15.7K	0.2%	30
2025 Q1	$308K	Hold	1,500	–	–	0.14%	36
2024 Q4	$346K	Buy	+1,500	New	+$332K	0.2%	28

Other funds holding RCL

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Sims Investment Management's RCL Position: Q3 2026 in Review

Sims Investment Management held its Royal Caribbean (RCL) position steady in Q3 2026 at 1,000 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #35.

Sims Investment Management first reported a position in RCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $490K in Q2 2025. 85 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Sims Investment Management held 1,000 shares of Royal Caribbean worth $266K as of Q3 2026.
Sims Investment Management left its Royal Caribbean share count unchanged in Q3 2026.
Royal Caribbean made up 0.08% of Sims Investment Management's portfolio in Q3 2026, its #35 holding.
Sims Investment Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 8 quarters since.
Sims Investment Management's Royal Caribbean position peaked at $490K in Q2 2025.
85 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.