Smallwood Wealth Investment Management’s Royal Caribbean RCL Stock Holding History

Smallwood Wealth 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 Q2	$34.6K	Hold	109	–	–	0.02%	223
2026 Q1	$30K	Hold	109	–	–	0.02%	227
2025 Q4	$30.4K	Hold	109	–	–	0.02%	224
2025 Q3	$35.3K	Hold	109	–	–	0.02%	215
2025 Q2	$34.1K	Hold	109	–	–	0.02%	206
2025 Q1	$22.4K	Buy	+109	New	+$25.7K	0.01%	240

Other funds holding RCL

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Smallwood Wealth Investment Management's RCL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 109 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #223.

Smallwood Wealth Investment Management first reported a position in RCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.3K in Q3 2025. 430 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Smallwood Wealth Investment Management held 109 shares of Royal Caribbean worth $34.6K as of Q2 2026.
Smallwood Wealth Investment Management left its Royal Caribbean share count unchanged in Q2 2026.
Royal Caribbean made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #223 holding.
Smallwood Wealth Investment Management first reported a position in Royal Caribbean in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Royal Caribbean position peaked at $35.3K in Q3 2025.
430 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.