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Sowell Financial Services’s Royal Caribbean RCL Stock Holding History

Sowell Financial Services’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 		$3.8M Sell
11,979
-162
-1% -$45.3K 0.12% 181
2026
Q1 		$3.34M Sell
12,141
-189
-2% -$56.3K 0.12% 182
2025
Q4 		$3.44M Buy
12,330
+1,359
+12% +$384K 0.13% 162
2025
Q3 		$3.55M Sell
10,971
-4,569
-29% -$1.53M 0.14% 154
2025
Q2 		$4.87M Sell
15,540
-143
-0.9% -$34K 0.2% 109
2025
Q1 		$3.22M Buy
15,683
+202
+1% +$47.7K 0.15% 145
2024
Q4 		$3.57M Buy
+15,481
New +$3.43M 0.19% 125
2021
Q2 		– Sell
-2,905
Closed -$234K – 2211
2021
Q1 		$234K Sell
2,905
-938
-24% -$74.4K 0.01% 965
2020
Q4 		$287K Buy
3,843
+1,346
+54% +$93.8K 0.01% 713
2020
Q3 		$162K Sell
2,497
-884
-26% -$52K 0.01% 806
2020
Q2 		$170K Buy
3,381
+500
+17% +$22.6K 0.01% 783
2020
Q1 		$93K Sell
2,881
-1,077
-27% -$98.4K 0.01% 867
2019
Q4 		$528K Buy
3,958
+305
+8% +$35.5K 0.04% 432
2019
Q3 		$396K Buy
+3,653
New +$402K 0.03% 467
2019
Q1 		$348K Buy
3,036
+115
+4% +$13.1K 0.04% 423
2018
Q4 		$286K Sell
2,921
-303
-9% -$33.2K 0.04% 396
2018
Q3 		$419K Buy
+3,224
New +$378K 0.06% 224

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

Sowell Financial Services's RCL Position: Q2 2026 in Review

Sowell Financial Services reduced its Royal Caribbean (RCL) stake by 1.3% in Q2 2026, selling an estimated $45.3K and leaving 11,979 shares worth $3.8M. The position accounts for 0.12% of the portfolio, ranked #181.

Sowell Financial Services first reported a position in RCL in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.87M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Sowell Financial Services held 11,979 shares of Royal Caribbean worth $3.8M as of Q2 2026.
  • Sowell Financial Services sold 162 Royal Caribbean shares in Q2 2026, an estimated $45.3K.
  • Royal Caribbean made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #181 holding.
  • Sowell Financial Services first reported a position in Royal Caribbean in Q3 2018 and has held it in 17 quarters since.
  • Sowell Financial Services's Royal Caribbean position peaked at $4.87M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.