Institute for Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Institute for 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	$8.94K	Buy	+313	New	+$8.55K	﹤0.01%	1341

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Institute for Wealth Management's CCL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 313 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings.

603 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Institute for Wealth Management held 313 shares of Carnival Corporation Ltd worth $8.94K as of Q2 2026.
Carnival Corporation Ltd was a new Institute for Wealth Management position in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1341 holding.
603 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.