RCL β€” ROYAL CARIBBEAN GROUP

Ownership history in Quantum Financial Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Quantum Financial Advisors, LLC reported ROYAL CARIBBEAN GROUP (RCL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows RCL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Financial Advisors, LLC's position in ROYAL CARIBBEAN GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RCL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Quantum Financial Advisors, LLC held RCL β€” position size vs. price
% of Fund (quarterly)    RCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 977 +1 +0.1% 0.03% $269K 2026-04-08 $279.26
2025 Q4 REDUCED 976 -69 -6.6% 0.03% $272K 2026-01-12 $299.53
2025 Q3 REDUCED 1,045 -98 -8.6% 0.04% $338K 2025-10-08 $305.63
2025 Q2 ADDED 1,143 +54 +5.0% 0.05% $358K 2025-07-11 $334.55
2025 Q1 ADDED 1,089 +25 +2.3% 0.03% $224K 2025-04-09 $206.47
2024 Q4 INITIATED 1,064 β€” β€” 0.04% $245K 2025-01-14 $225.61

FAQ About Quantum Financial Advisors, LLC and RCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quantum Financial Advisors, LLC reported owning RCL?

Quantum Financial Advisors, LLC reported RCL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RCL position in Quantum Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for RCL was 0.05% in 2025 Q2.

What is the latest reported RCL position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Advisors, LLC reported 977 shares, equal to 0.03% of portfolio, with an estimated market value of $269K.

What does the chart on this RCL ownership page compare?

The chart compares Quantum Financial Advisors, LLC's quarterly RCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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