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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s RCL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Royal Caribbean (RCL) stake by 40% in Q1 2026, selling an estimated $406K and leaving 2,072 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Wealthspire Advisors (New York) first reported a position in RCL in Q4 2018 and has held it in 15 quarters since. The position peaked at $958K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Wealthspire Advisors (New York) held 2,072 shares of Royal Caribbean worth $570K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,364 Royal Caribbean shares in Q1 2026, an estimated $406K.
Royal Caribbean made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #539 holding.
Wealthspire Advisors (New York) first reported a position in Royal Caribbean in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s Royal Caribbean position peaked at $958K in Q4 2025.
1,173 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.