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

Arista 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
Q2 		$407K Buy
14,244
+718
+5% +$19.6K 0.04% 190
2026
Q1 		$350K Sell
13,526
-18
-0.1% -$525 0.04% 202
2025
Q4 		$414K Sell
13,544
-3,550
-21% -$99K 0.05% 155
2025
Q3 		$494K Buy
17,094
+9,594
+128% +$290K 0.06% 148
2025
Q2 		$211K Buy
+7,500
New +$161K 0.03% 224

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arista Wealth Management's CCL Position: Q2 2026 in Review

Arista Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 5.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 14,244 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #190.

Arista Wealth Management first reported a position in CCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Arista Wealth Management held 14,244 shares of Carnival Corporation Ltd worth $407K as of Q2 2026.
  • Arista Wealth Management bought 718 Carnival Corporation Ltd shares in Q2 2026, an estimated $19.6K.
  • Carnival Corporation Ltd made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Arista Wealth Management first reported a position in Carnival Corporation Ltd in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Carnival Corporation Ltd position peaked at $494K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.