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Valued Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Valued Wealth 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 		$28.2K Buy
89
+10
+13% +$2.8K 0.01% 160
2026
Q1 		$21.8K Buy
79
+15
+23% +$4.47K 0.01% 170
2025
Q4 		$17.8K Buy
64
+10
+19% +$2.83K 0.01% 172
2025
Q3 		$17.7K Buy
54
+5
+10% +$1.67K 0.01% 165
2025
Q2 		$15.5K Sell
49
-16
-25% -$3.81K 0.01% 169
2025
Q1 		$13.4K Sell
65
-24
-27% -$5.67K 0.01% 192
2024
Q4 		$20.6K Buy
89
+30
+51% +$6.64K 0.01% 159
2024
Q3 		$10.5K Buy
59
+23
+64% +$3.73K 0.01% 204
2024
Q2 		$5.74K Buy
36
+16
+80% +$2.3K ﹤0.01% 260
2024
Q1 		$2.78K Buy
+20
New +$2.5K ﹤0.01% 314

Other funds holding RCL

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valued Wealth Advisors's RCL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Royal Caribbean (RCL) stake by 13% in Q2 2026, buying an estimated $2.8K and bringing the position to 89 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #160.

Valued Wealth Advisors first reported a position in RCL in Q1 2024 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Valued Wealth Advisors held 89 shares of Royal Caribbean worth $28.2K as of Q2 2026.
  • Valued Wealth Advisors bought 10 Royal Caribbean shares in Q2 2026, an estimated $2.8K.
  • Royal Caribbean made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Valued Wealth Advisors first reported a position in Royal Caribbean in Q1 2024 and has held it in 10 quarters since.
  • 320 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.