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United Financial Planning Group’s Royal Caribbean RCL Stock Holding History

United Financial Planning Group’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 		– Sell
-5
Closed -$1.4K – 584
2025
Q4 		$1.4K Buy
+5
New +$1.41K ﹤0.01% 348

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 $3.38T AUM 44.17% 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

United Financial Planning Group's RCL Position: Q1 2026 in Review

United Financial Planning Group sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 5 shares — an estimated $1.4K sold.

United Financial Planning Group first reported a position in RCL in Q4 2025 and held it in 1 quarter. The position peaked at $1.4K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • United Financial Planning Group reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 5 Royal Caribbean shares in Q1 2026, an estimated $1.4K.
  • United Financial Planning Group first reported a position in Royal Caribbean in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Royal Caribbean position peaked at $1.4K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.