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Synergy Investment Management’s Royal Caribbean RCL Stock Holding History

Synergy Investment Management’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 		$149K Sell
467
-64
-12% -$17.9K 0.04% 206
2026
Q1 		$146K Buy
+531
New +$158K 0.05% 167
2025
Q2 		– Sell
-300
Closed -$61.6K – 446
2025
Q1 		$61.6K Hold
300
– – 0.03% 215
2024
Q4 		$69.2K Buy
+300
New +$66.4K 0.03% 206

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

Synergy Investment Management's RCL Position: Q2 2026 in Review

Synergy Investment Management reduced its Royal Caribbean (RCL) stake by 12% in Q2 2026, selling an estimated $17.9K and leaving 467 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #206.

Synergy Investment Management first reported a position in RCL in Q4 2024 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Synergy Investment Management held 467 shares of Royal Caribbean worth $149K as of Q2 2026.
  • Synergy Investment Management sold 64 Royal Caribbean shares in Q2 2026, an estimated $17.9K.
  • Royal Caribbean made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #206 holding.
  • Synergy Investment Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.