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TruWealth Advisors’s Royal Caribbean RCL Stock Holding History

TruWealth Advisors’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 		$203K Hold
737
– – 0.01% 179
2025
Q4 		$206K Hold
737
– – 0.01% 178
2025
Q3 		$238K Sell
737
-101
-12% -$33.7K 0.01% 163
2025
Q2 		$262K Buy
+838
New +$200K 0.01% 151

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's RCL Position: Q1 2026 in Review

TruWealth Advisors held its Royal Caribbean (RCL) position steady in Q1 2026 at 737 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #179.

TruWealth Advisors first reported a position in RCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q2 2025. 1,175 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • TruWealth Advisors held 737 shares of Royal Caribbean worth $203K as of Q1 2026.
  • TruWealth Advisors left its Royal Caribbean share count unchanged in Q1 2026.
  • Royal Caribbean made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #179 holding.
  • TruWealth Advisors first reported a position in Royal Caribbean in Q2 2025 and has held it in 4 quarters since.
  • TruWealth Advisors's Royal Caribbean position peaked at $262K in Q2 2025.
  • 1,175 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.