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

Aprio 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
2026
Q3 		– Sell
-7,211
Closed -$206K – 645
2026
Q2 		$206K Buy
+7,211
New +$197K 0.01% 619

Other funds holding CCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Aprio Wealth Management's CCL Position: Q3 2026 in Review

Aprio Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q3 2026, closing a stake of 7,211 shares — an estimated $206K sold.

Aprio Wealth Management first reported a position in CCL in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 538 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Aprio Wealth Management reported no remaining Carnival Corporation Ltd position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 7,211 Carnival Corporation Ltd shares in Q3 2026, an estimated $206K.
  • Aprio Wealth Management first reported a position in Carnival Corporation Ltd in Q2 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Carnival Corporation Ltd position peaked at $206K in Q2 2026.
  • 538 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.