Wiser Advisor Group’s Royal Caribbean RCL Stock Holding History

Wiser Advisor Group’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	$708K	Sell	2,229 -9	-0.4%	-$2.52K	0.77%	35
2026 Q1	$616K	Buy	2,238 +3	+0.1%	+$893	0.74%	37
2025 Q4	$623K	Buy	2,235 +40	+2%	+$11.3K	0.71%	37
2025 Q3	$710K	Buy	2,195 +143	+7%	+$47.8K	0.88%	34
2025 Q2	$643K	Sell	2,052 -425	-17%	-$101K	1.12%	30
2025 Q1	$509K	Buy	2,477 +1,118	+82%	+$264K	0.75%	31
2024 Q4	$313K	Buy	1,359 +85	+7%	+$18.8K	0.46%	40
2024 Q3	$226K	Buy	1,274 +87	+7%	+$14.1K	0.34%	44
2024 Q2	$189K	Sell	1,187 -22	-2%	-$3.16K	0.3%	49
2024 Q1	$168K	Sell	1,209 -40	-3%	-$5K	0.26%	54
2023 Q4	$162K	Buy	+1,249	New	+$127K	0.27%	53

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wiser Advisor Group's RCL Position: Q2 2026 in Review

Wiser Advisor Group reduced its Royal Caribbean (RCL) stake by 0.4% in Q2 2026, selling an estimated $2.52K and leaving 2,229 shares worth $708K. The position accounts for 0.77% of the portfolio, ranked #35.

Wiser Advisor Group first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $710K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Wiser Advisor Group held 2,229 shares of Royal Caribbean worth $708K as of Q2 2026.
Wiser Advisor Group sold 9 Royal Caribbean shares in Q2 2026, an estimated $2.52K.
Royal Caribbean made up 0.77% of Wiser Advisor Group's portfolio in Q2 2026, its #35 holding.
Wiser Advisor Group first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
Wiser Advisor Group's Royal Caribbean position peaked at $710K in Q3 2025.
1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.