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Triad Wealth Partners’s Royal Caribbean RCL Stock Holding History

Triad 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 		$546K Buy
1,684
+415
+33% +$116K 0.03% 292
2026
Q1 		$349K Buy
1,269
+110
+9% +$32.8K 0.03% 359
2025
Q4 		$323K Buy
1,159
+149
+15% +$42.1K 0.03% 364
2025
Q3 		$327K Buy
+1,010
New +$337K 0.04% 270

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

Triad Wealth Partners's RCL Position: Q2 2026 in Review

Triad Wealth Partners increased its Royal Caribbean (RCL) stake by 33% in Q2 2026, buying an estimated $116K and bringing the position to 1,684 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #292.

Triad Wealth Partners first reported a position in RCL in Q3 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Triad Wealth Partners held 1,684 shares of Royal Caribbean worth $546K as of Q2 2026.
  • Triad Wealth Partners bought 415 Royal Caribbean shares in Q2 2026, an estimated $116K.
  • Royal Caribbean made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Triad Wealth Partners first reported a position in Royal Caribbean in Q3 2025 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.