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Wealthspire Advisors (New York)’s Royal Caribbean RCL Stock Holding History

Wealthspire Advisors (New York)’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 		$672K Buy
2,116
+44
+2% +$12.3K ﹤0.01% 685
2026
Q1 		$570K Sell
2,072
-1,364
-40% -$406K ﹤0.01% 539
2025
Q4 		$958K Buy
3,436
+1,321
+62% +$373K 0.01% 436
2025
Q3 		$684K Sell
2,115
-234
-10% -$78.2K ﹤0.01% 466
2025
Q2 		$735K Buy
2,349
+150
+7% +$35.7K ﹤0.01% 447
2025
Q1 		$452K Buy
2,199
+4
+0.2% +$944 ﹤0.01% 540
2024
Q4 		$506K Buy
2,195
+159
+8% +$35.2K 0.01% 511
2024
Q3 		$361K Buy
2,036
+33
+2% +$5.35K ﹤0.01% 578
2024
Q2 		$319K Buy
2,003
+259
+15% +$37.2K ﹤0.01% 527
2024
Q1 		$242K Sell
1,744
-301
-15% -$37.6K ﹤0.01% 555
2023
Q4 		$265K Buy
+2,045
New +$208K ﹤0.01% 553
2022
Q1 		– Sell
-2,638
Closed -$203K – 532
2021
Q4 		$203K Buy
+2,638
New +$214K ﹤0.01% 517
2021
Q2 		– Sell
-6,272
Closed -$537K – 595
2021
Q1 		$537K Buy
6,272
+2,502
+66% +$198K 0.01% 377
2020
Q4 		$282K Buy
3,770
+644
+21% +$44.9K 0.01% 453
2020
Q3 		$202K Buy
+3,126
New +$184K 0.01% 306
2019
Q1 		– Sell
-120
Closed -$12K – 629
2018
Q4 		$12K Buy
+120
New +$13.1K ﹤0.01% 462

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 $3.38T 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

Wealthspire Advisors (New York)'s RCL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Royal Caribbean (RCL) stake by 2.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,116 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Wealthspire Advisors (New York) first reported a position in RCL in Q4 2018 and has held it in 16 quarters since. The position peaked at $958K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,116 shares of Royal Caribbean worth $672K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 44 Royal Caribbean shares in Q2 2026, an estimated $12.3K.
  • Royal Caribbean made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #685 holding.
  • Wealthspire Advisors (New York) first reported a position in Royal Caribbean in Q4 2018 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s Royal Caribbean position peaked at $958K in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.