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Valmark Advisers’s Royal Caribbean RCL Stock Holding History

Valmark Advisers’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 		$410K Buy
1,292
+1
+0.1% +$280 ﹤0.01% 549
2026
Q1 		$355K Buy
1,291
+1
+0.1% +$298 ﹤0.01% 548
2025
Q4 		$360K Sell
1,290
-11
-0.8% -$3.11K ﹤0.01% 515
2025
Q3 		$421K Buy
1,301
+3
+0.2% +$1K 0.01% 470
2025
Q2 		$406K Hold
1,298
– – 0.01% 480
2025
Q1 		$267K Buy
1,298
+16
+1% +$3.78K ﹤0.01% 543
2024
Q4 		$296K Sell
1,282
-66
-5% -$14.6K ﹤0.01% 513
2024
Q3 		$239K Buy
+1,348
New +$218K ﹤0.01% 548

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

Valmark Advisers's RCL Position: Q2 2026 in Review

Valmark Advisers increased its Royal Caribbean (RCL) stake by 0.08% in Q2 2026, buying an estimated $280 and bringing the position to 1,292 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Valmark Advisers first reported a position in RCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $421K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Valmark Advisers held 1,292 shares of Royal Caribbean worth $410K as of Q2 2026.
  • Valmark Advisers bought 1 Royal Caribbean share in Q2 2026, an estimated $280.
  • Royal Caribbean made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #549 holding.
  • Valmark Advisers first reported a position in Royal Caribbean in Q3 2024 and has held it in 8 quarters since.
  • Valmark Advisers's Royal Caribbean position peaked at $421K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.