Axxcess Wealth Management
CCL icon

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

Axxcess 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
-7,449
Closed -$213K – 1021
2026
Q2 		$213K Buy
+7,449
New +$203K ﹤0.01% 982
2024
Q2 		– Sell
-12,200
Closed -$199K – 857
2024
Q1 		$199K Buy
+12,200
New +$198K 0.01% 822

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

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

Axxcess Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q3 2026, closing a stake of 7,449 shares — an estimated $213K sold.

Axxcess Wealth Management first reported a position in CCL in Q1 2024 and held it in 2 quarters. The position peaked at $213K in Q2 2026. 538 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Carnival Corporation Ltd position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,449 Carnival Corporation Ltd shares in Q3 2026, an estimated $213K.
  • Axxcess Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Carnival Corporation Ltd position peaked at $213K in Q2 2026.
  • 538 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.