AWE
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Avidian Wealth Enterprises’s Carnival Corporation Ltd CCL Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$271K Buy
10,456
+57
+0.5% +$1.66K 0.01% 559
2025
Q4 		$318K Buy
10,399
+121
+1% +$3.37K 0.01% 463
2025
Q3 		$297K Sell
10,278
-338
-3% -$10.2K 0.01% 473
2025
Q2 		$299K Buy
10,616
+571
+6% +$12.2K 0.01% 449
2025
Q1 		$196K Sell
10,045
-653
-6% -$15.5K 0.01% 504
2024
Q4 		$267K Buy
10,698
+468
+5% +$11K 0.01% 428
2024
Q3 		$189K Buy
10,230
+130
+1% +$2.2K 0.01% 484
2024
Q2 		$189K Buy
+10,100
New +$156K 0.01% 483
2023
Q2 		– Sell
-26,747
Closed -$271K – 421
2023
Q1 		$271K Buy
26,747
+8,570
+47% +$88.8K 0.01% 403
2022
Q4 		$147K Buy
18,177
+728
+4% +$6.27K 0.01% 435
2022
Q3 		$123K Buy
17,449
+1,730
+11% +$16.8K 0.01% 399
2022
Q2 		$136K Buy
+15,719
New +$231K 0.01% 430
2020
Q1 		– Sell
-11,386
Closed -$579K – 217
2019
Q4 		$579K Buy
+11,386
New +$509K 0.08% 99

Other funds holding CCL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return