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United Capital Financial Advisors’s Royal Caribbean RCL Stock Holding History

United Capital Financial 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
Q2 		$4.08M Sell
12,848
-674
-5% -$188K 0.02% 424
2026
Q1 		$3.72M Buy
13,522
+1,352
+11% +$403K 0.02% 424
2025
Q4 		$3.39M Sell
12,170
-309
-2% -$87.3K 0.02% 419
2025
Q3 		$4.04M Buy
12,479
+3,325
+36% +$1.11M 0.03% 333
2025
Q2 		$2.87M Buy
9,154
+261
+3% +$62.1K 0.02% 372
2025
Q1 		$1.83M Buy
8,893
+459
+5% +$108K 0.02% 442
2024
Q4 		$1.95M Sell
8,434
-160
-2% -$35.4K 0.02% 420
2024
Q3 		$1.52M Buy
8,594
+290
+3% +$47K 0.01% 461
2024
Q2 		$1.32M Buy
8,304
+126
+2% +$18.1K 0.01% 472
2024
Q1 		$1.14M Sell
8,178
-200
-2% -$25K 0.01% 533
2023
Q4 		$1.08M Buy
8,378
+5,895
+237% +$601K 0.01% 543
2023
Q3 		$229K Sell
2,483
-100
-4% -$10K ﹤0.01% 776
2023
Q2 		$268K Sell
2,583
-793
-23% -$62.2K ﹤0.01% 790
2023
Q1 		$220K Buy
+3,376
New +$223K ﹤0.01% 901
2022
Q4 		– Sell
-7,419
Closed -$281K – 1097
2022
Q3 		$281K Buy
7,419
+1,547
+26% +$62.7K ﹤0.01% 926
2022
Q2 		$205K Buy
5,872
+660
+13% +$41.1K ﹤0.01% 1057
2022
Q1 		$437K Buy
5,212
+16
+0.3% +$1.26K ﹤0.01% 877
2021
Q4 		$400K Sell
5,196
-379
-7% -$30.8K ﹤0.01% 925
2021
Q3 		$496K Sell
5,575
-2,247
-29% -$182K ﹤0.01% 859
2021
Q2 		$667K Buy
7,822
+783
+11% +$68.2K ﹤0.01% 799
2021
Q1 		$603K Sell
7,039
-67
-0.9% -$5.31K ﹤0.01% 801
2020
Q4 		$531K Sell
7,106
-2,162
-23% -$151K ﹤0.01% 831
2020
Q3 		$600K Buy
9,268
+192
+2% +$11.3K ﹤0.01% 784
2020
Q2 		$457K Sell
9,076
-10,561
-54% -$478K ﹤0.01% 901
2020
Q1 		$632K Buy
19,637
+2,002
+11% +$183K 0.01% 740
2019
Q4 		$2.35M Buy
17,635
+1,026
+6% +$120K 0.02% 571
2019
Q3 		$1.8M Sell
16,609
-2,109
-11% -$232K 0.01% 610
2019
Q2 		$2.27M Sell
18,718
-39
-0.2% -$4.75K 0.01% 587
2019
Q1 		$2.15M Sell
18,757
-3,293
-15% -$374K 0.02% 576
2018
Q4 		$2.16M Sell
22,050
-15,510
-41% -$1.7M 0.02% 540
2018
Q3 		$4.88M Sell
37,560
-14
-0% -$1.64K 0.03% 436
2018
Q2 		$3.89M Buy
37,574
+18,423
+96% +$2.02M 0.03% 461
2018
Q1 		$2.25M Sell
19,151
-5,041
-21% -$637K 0.02% 559
2017
Q4 		$2.92M Buy
24,192
+2,960
+14% +$366K 0.02% 508
2017
Q3 		$2.52M Buy
21,232
+7,798
+58% +$912K 0.02% 523
2017
Q2 		$1.47M Buy
13,434
+3,712
+38% +$394K 0.01% 655
2017
Q1 		$954K Buy
9,722
+6,365
+190% +$595K 0.01% 758
2016
Q4 		$275K Buy
3,357
+37
+1% +$2.91K ﹤0.01% 1084
2016
Q3 		$249K Buy
+3,320
New +$234K ﹤0.01% 1123
2016
Q2 		– Sell
-2,712
Closed -$223K – 1279
2016
Q1 		$223K Sell
2,712
-599
-18% -$46.7K ﹤0.01% 1095
2015
Q4 		$335K Sell
3,311
-251
-7% -$23.9K ﹤0.01% 987
2015
Q3 		$317K Sell
3,562
-191
-5% -$16.8K ﹤0.01% 1043
2015
Q2 		$295K Buy
3,753
+199
+6% +$15.2K ﹤0.01% 1073
2015
Q1 		$242K Sell
3,554
-1,596
-31% -$126K ﹤0.01% 1130
2014
Q4 		$425K Sell
5,150
-69
-1% -$4.84K 0.01% 869
2014
Q3 		$351K Buy
+5,219
New +$324K 0.01% 898
2014
Q2 		– Sell
-5,177
Closed -$282K – 900
2014
Q1 		$282K Buy
+5,177
New +$262K 0.01% 792

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

United Capital Financial Advisors's RCL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Royal Caribbean (RCL) stake by 5% in Q2 2026, selling an estimated $188K and leaving 12,848 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #424.

United Capital Financial Advisors first reported a position in RCL in Q1 2014 and has held it in 47 quarters since. The position peaked at $4.88M in Q3 2018. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • United Capital Financial Advisors held 12,848 shares of Royal Caribbean worth $4.08M as of Q2 2026.
  • United Capital Financial Advisors sold 674 Royal Caribbean shares in Q2 2026, an estimated $188K.
  • Royal Caribbean made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #424 holding.
  • United Capital Financial Advisors first reported a position in Royal Caribbean in Q1 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's Royal Caribbean position peaked at $4.88M in Q3 2018.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.