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Stone Summit Wealth’s Royal Caribbean RCL Stock Holding History

Stone Summit 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 		$480K Sell
1,745
-150
-8% -$44.7K 0.13% 93
2025
Q4 		$529K Sell
1,895
-205
-10% -$57.9K 0.14% 95
2025
Q3 		$680K Sell
2,100
-175
-8% -$58.5K 0.19% 81
2025
Q2 		$712K Buy
2,275
+60
+3% +$14.3K 0.22% 82
2025
Q1 		$455K Sell
2,215
-210
-9% -$49.6K 0.15% 102
2024
Q4 		$559K Sell
2,425
-139
-5% -$30.8K 0.19% 90
2024
Q3 		$455K Sell
2,564
-200
-7% -$32.4K 0.15% 106
2024
Q2 		$441K Buy
+2,764
New +$397K 0.16% 103
2022
Q4 		– Sell
-18,321
Closed -$695K – 132
2022
Q3 		$695K Buy
18,321
+2,768
+18% +$112K 0.43% 67
2022
Q2 		$543K Sell
15,553
-513
-3% -$31.9K 0.32% 76
2022
Q1 		$1.34M Buy
16,066
+2,806
+21% +$221K 0.75% 44
2021
Q4 		$1.02M Buy
+13,260
New +$1.08M 0.83% 46

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone Summit Wealth's RCL Position: Q1 2026 in Review

Stone Summit Wealth reduced its Royal Caribbean (RCL) stake by 7.9% in Q1 2026, selling an estimated $44.7K and leaving 1,745 shares worth $480K. The position accounts for 0.13% of the portfolio, ranked #93.

Stone Summit Wealth first reported a position in RCL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.34M in Q1 2022. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Stone Summit Wealth held 1,745 shares of Royal Caribbean worth $480K as of Q1 2026.
  • Stone Summit Wealth sold 150 Royal Caribbean shares in Q1 2026, an estimated $44.7K.
  • Royal Caribbean made up 0.13% of Stone Summit Wealth's portfolio in Q1 2026, its #93 holding.
  • Stone Summit Wealth first reported a position in Royal Caribbean in Q4 2021 and has held it in 12 quarters since.
  • Stone Summit Wealth's Royal Caribbean position peaked at $1.34M in Q1 2022.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.