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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
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 $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

Summit Financial's RCL Position: Q1 2026 in Review

Summit Financial reduced its Royal Caribbean (RCL) stake by 45% in Q1 2026, selling an estimated $735K and leaving 3,061 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #830.

Summit Financial first reported a position in RCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Summit Financial held 3,061 shares of Royal Caribbean worth $846K as of Q1 2026.
  • Summit Financial sold 2,469 Royal Caribbean shares in Q1 2026, an estimated $735K.
  • Royal Caribbean made up 0.01% of Summit Financial's portfolio in Q1 2026, its #830 holding.
  • Summit Financial first reported a position in Royal Caribbean in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's Royal Caribbean position peaked at $1.74M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.