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Accurate Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Accurate Wealth Management’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,930
Closed -$258K – 510
2025
Q3 		$258K Buy
+8,930
New +$270K 0.03% 427
2023
Q1 		– Sell
-2,724
Closed -$26.4K – 431
2022
Q4 		$26.4K Buy
+2,724
New +$23.5K 0.01% 606

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's CCL Position: Q4 2025 in Review

Accurate Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q4 2025, closing a stake of 8,930 shares — an estimated $258K sold.

Accurate Wealth Management first reported a position in CCL in Q4 2022 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

  • Accurate Wealth Management reported no remaining Carnival Corporation Ltd position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 8,930 Carnival Corporation Ltd shares in Q4 2025, an estimated $258K.
  • Accurate Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Carnival Corporation Ltd position peaked at $258K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.