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SOA Wealth Advisors’s Royal Caribbean RCL Stock Holding History

SOA Wealth Advisors’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 		$191K Buy
600
+200
+50% +$55.9K 0.03% 210
2026
Q1 		$110K Buy
400
+25
+7% +$7.45K 0.02% 262
2025
Q4 		$105K Sell
375
-55
-13% -$15.5K 0.02% 282
2025
Q3 		$139K Hold
430
– – 0.02% 254
2025
Q2 		$135K Buy
430
+104
+32% +$24.8K 0.03% 247
2025
Q1 		$67K Buy
326
+25
+8% +$5.9K 0.01% 301
2024
Q4 		$69.3K Buy
301
+1
+0.3% +$221 0.01% 289
2024
Q3 		$53.2K Buy
300
+75
+33% +$12.2K 0.01% 314
2024
Q2 		$35.9K Hold
225
– – 0.01% 354
2024
Q1 		$31.3K Sell
225
-125
-36% -$15.6K 0.01% 369
2023
Q4 		$45.3K Buy
350
+70
+25% +$7.13K 0.01% 306
2023
Q3 		$25.8K Hold
280
– – 0.01% 374
2023
Q2 		$29K Buy
+280
New +$22K 0.01% 367

Other funds holding RCL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOA Wealth Advisors's RCL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Royal Caribbean (RCL) stake by 50% in Q2 2026, buying an estimated $55.9K and bringing the position to 600 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #210.

SOA Wealth Advisors first reported a position in RCL in Q2 2023 and has held it in 13 quarters since. 216 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • SOA Wealth Advisors held 600 shares of Royal Caribbean worth $191K as of Q2 2026.
  • SOA Wealth Advisors bought 200 Royal Caribbean shares in Q2 2026, an estimated $55.9K.
  • Royal Caribbean made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • SOA Wealth Advisors first reported a position in Royal Caribbean in Q2 2023 and has held it in 13 quarters since.
  • 216 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.