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Summit Wealth Partners’s Royal Caribbean RCL Stock Holding History

Summit Wealth Partners’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 		$296K Buy
932
+100
+12% +$28K 0.04% 232
2026
Q1 		$229K Buy
+832
New +$248K 0.04% 252

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 Wealth Partners's RCL Position: Q2 2026 in Review

Summit Wealth Partners increased its Royal Caribbean (RCL) stake by 12% in Q2 2026, buying an estimated $28K and bringing the position to 932 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #232.

Summit Wealth Partners first reported a position in RCL in Q1 2026 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Summit Wealth Partners held 932 shares of Royal Caribbean worth $296K as of Q2 2026.
  • Summit Wealth Partners bought 100 Royal Caribbean shares in Q2 2026, an estimated $28K.
  • Royal Caribbean made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Summit Wealth Partners first reported a position in Royal Caribbean in Q1 2026 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.