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Valeo Financial Advisors’s Royal Caribbean RCL Stock Holding History

Valeo 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
Q3 		$785K Sell
2,954
-194
-6% -$55.1K 0.02% 348
2026
Q2 		$999K Buy
3,148
+360
+13% +$101K 0.02% 311
2026
Q1 		$767K Sell
2,788
-1,330
-32% -$396K 0.02% 310
2025
Q4 		$1.15M Buy
4,118
+165
+4% +$46.6K 0.03% 276
2025
Q3 		$1.28M Buy
3,953
+130
+3% +$43.4K 0.03% 246
2025
Q2 		$1.2M Buy
3,823
+39
+1% +$9.29K 0.03% 259
2025
Q1 		$777K Buy
3,784
+61
+2% +$14.4K 0.02% 314
2024
Q4 		$859K Sell
3,723
-188
-5% -$41.6K 0.02% 298
2024
Q3 		$694K Buy
3,911
+354
+10% +$57.4K 0.02% 332
2024
Q2 		$567K Buy
3,557
+131
+4% +$18.8K 0.02% 358
2024
Q1 		$468K Buy
3,426
+60
+2% +$7.49K 0.02% 395
2023
Q4 		$436K Buy
3,366
+184
+6% +$18.8K 0.02% 400
2023
Q3 		$293K Sell
3,182
-20
-0.6% -$2K 0.01% 465
2023
Q2 		$332K Sell
3,202
-60
-2% -$4.7K 0.02% 411
2023
Q1 		$213K Buy
+3,262
New +$215K 0.01% 535
2021
Q2 		– Sell
-1,787
Closed -$153K – 1508
2021
Q1 		$153K Buy
1,787
+1,287
+257% +$102K 0.01% 506
2020
Q4 		$37K Buy
500
+300
+150% +$20.9K ﹤0.01% 876
2020
Q3 		$13K Sell
200
-407
-67% -$24K ﹤0.01% 1024
2020
Q2 		$31K Sell
607
-140
-19% -$6.34K ﹤0.01% 906
2020
Q1 		$30K Buy
747
+300
+67% +$27.4K ﹤0.01% 768
2019
Q4 		$60K Hold
447
– – 0.01% 583
2019
Q3 		$48K Buy
447
+400
+851% +$44K 0.01% 616
2019
Q2 		$6K Hold
47
– – ﹤0.01% 1166
2019
Q1 		$5K Hold
47
– – ﹤0.01% 1185
2018
Q4 		$5K Hold
47
– – ﹤0.01% 1092
2018
Q3 		$5K Hold
47
– – ﹤0.01% 1217
2018
Q2 		$5K Hold
47
– – ﹤0.01% 1150
2018
Q1 		$6K Hold
47
– – ﹤0.01% 1088
2017
Q4 		$6K Sell
47
-2
-4% -$247 ﹤0.01% 977
2017
Q3 		$6K Buy
+49
New +$5.73K ﹤0.01% 838

Other funds holding RCL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Valeo Financial Advisors's RCL Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Royal Caribbean (RCL) stake by 6.2% in Q3 2026, selling an estimated $55.1K and leaving 2,954 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #348.

Valeo Financial Advisors first reported a position in RCL in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.28M in Q3 2025. 35 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Valeo Financial Advisors held 2,954 shares of Royal Caribbean worth $785K as of Q3 2026.
  • Valeo Financial Advisors sold 194 Royal Caribbean shares in Q3 2026, an estimated $55.1K.
  • Royal Caribbean made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #348 holding.
  • Valeo Financial Advisors first reported a position in Royal Caribbean in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Royal Caribbean position peaked at $1.28M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.