Wealthcare Advisory Partners
RCL icon

Wealthcare Advisory Partners’s Royal Caribbean RCL Stock Holding History

Wealthcare Advisory Partners’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 		$2.33M Sell
8,779
-297
-3% -$84.3K 0.04% 364
2026
Q2 		$2.88M Sell
9,076
-969
-10% -$271K 0.05% 280
2026
Q1 		$2.76M Sell
10,045
-251
-2% -$74.7K 0.05% 296
2025
Q4 		$2.87M Sell
10,296
-262
-2% -$74K 0.06% 281
2025
Q3 		$3.42M Sell
10,558
-21
-0.2% -$7.02K 0.07% 225
2025
Q2 		$3.31M Buy
10,579
+613
+6% +$146K 0.08% 217
2025
Q1 		$2.05M Sell
9,966
-417
-4% -$98.4K 0.05% 278
2024
Q4 		$2.4M Sell
10,383
-365
-3% -$80.8K 0.07% 235
2024
Q3 		$1.91M Buy
10,748
+1,704
+19% +$276K 0.05% 280
2024
Q2 		$1.44M Buy
9,044
+2,378
+36% +$342K 0.05% 294
2024
Q1 		$927K Buy
6,666
+759
+13% +$94.8K 0.03% 390
2023
Q4 		$765K Buy
5,907
+1,199
+25% +$122K 0.03% 387
2023
Q3 		$434K Sell
4,708
-1,425
-23% -$143K 0.02% 469
2023
Q2 		$636K Sell
6,133
-739
-11% -$57.9K 0.03% 388
2023
Q1 		$449K Sell
6,872
-2,846
-29% -$188K 0.02% 483
2022
Q4 		$480K Sell
9,718
-1,735
-15% -$91K 0.02% 434
2022
Q3 		$434K Buy
11,453
+2,347
+26% +$95.1K 0.02% 396
2022
Q2 		$318K Buy
9,106
+1,105
+14% +$68.7K 0.02% 415
2022
Q1 		$670K Buy
8,001
+26
+0.3% +$2.05K 0.04% 258
2021
Q4 		$613K Buy
7,975
+606
+8% +$49.2K 0.04% 278
2021
Q3 		$655K Sell
7,369
-1,242
-14% -$100K 0.04% 265
2021
Q2 		$734K Sell
8,611
-337
-4% -$29.4K 0.05% 241
2021
Q1 		$766K Buy
8,948
+4,083
+84% +$324K 0.06% 222
2020
Q4 		$363K Buy
4,865
+1,585
+48% +$110K 0.03% 291
2020
Q3 		$212K Buy
+3,280
New +$193K 0.02% 327
2020
Q2 		– Sell
-400
Closed -$13K – 1110
2020
Q1 		$13K Buy
400
+200
+100% +$18.3K ﹤0.01% 850
2019
Q4 		$27K Hold
200
– – ﹤0.01% 685
2019
Q3 		$22K Buy
+200
New +$22K ﹤0.01% 725

Other funds holding RCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

Wealthcare Advisory Partners's RCL Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Royal Caribbean (RCL) stake by 3.3% in Q3 2026, selling an estimated $84.3K and leaving 8,779 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #364.

Wealthcare Advisory Partners first reported a position in RCL in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q3 2025. 781 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Wealthcare Advisory Partners held 8,779 shares of Royal Caribbean worth $2.33M as of Q3 2026.
  • Wealthcare Advisory Partners sold 297 Royal Caribbean shares in Q3 2026, an estimated $84.3K.
  • Royal Caribbean made up 0.04% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #364 holding.
  • Wealthcare Advisory Partners first reported a position in Royal Caribbean in Q3 2019 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's Royal Caribbean position peaked at $3.42M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.