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Summit Financial’s Royal Caribbean RCL Stock Holding History

Summit Financial’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 		$854K Sell
2,680
-381
-12% -$107K 0.01% 891
2026
Q1 		$846K Sell
3,061
-2,469
-45% -$735K 0.01% 830
2025
Q4 		$1.55M Buy
5,530
+754
+16% +$213K 0.02% 544
2025
Q3 		$1.55M Sell
4,776
-756
-14% -$253K 0.02% 535
2025
Q2 		$1.74M Sell
5,532
-102
-2% -$24.3K 0.04% 317
2025
Q1 		$1.16M Sell
5,634
-800
-12% -$189K 0.03% 347
2024
Q4 		$1.49M Buy
6,434
+1,320
+26% +$292K 0.05% 252
2024
Q3 		$909K Buy
+5,114
New +$829K 0.04% 277

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

Summit Financial's RCL Position: Q2 2026 in Review

Summit Financial reduced its Royal Caribbean (RCL) stake by 12% in Q2 2026, selling an estimated $107K and leaving 2,680 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #891.

Summit Financial first reported a position in RCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Summit Financial held 2,680 shares of Royal Caribbean worth $854K as of Q2 2026.
  • Summit Financial sold 381 Royal Caribbean shares in Q2 2026, an estimated $107K.
  • Royal Caribbean made up 0.01% of Summit Financial's portfolio in Q2 2026, its #891 holding.
  • Summit Financial first reported a position in Royal Caribbean in Q3 2024 and has held it in 8 quarters since.
  • Summit Financial's Royal Caribbean position peaked at $1.74M in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.