JWA
CUK

JFS Wealth Advisors’s Carnival PLC CUK Stock Holding History

JFS Wealth Advisors’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$1.01K – 2260
2026
Q1 		$1.01K Hold
39
– – ﹤0.01% 1670
2025
Q4 		$1.18K Hold
39
– – ﹤0.01% 1676
2025
Q3 		$1.03K Hold
39
– – ﹤0.01% 1617
2025
Q2 		$995 Hold
39
– – ﹤0.01% 1572
2025
Q1 		$684 Hold
39
– – ﹤0.01% 1724
2024
Q4 		$878 Hold
39
– – ﹤0.01% 1696
2024
Q3 		$651 Hold
39
– – ﹤0.01% 1762
2024
Q2 		$672 Sell
39
-3
-7% -$42 ﹤0.01% 1763
2024
Q1 		$619 Buy
42
+1
+2% +$15 ﹤0.01% 1746
2023
Q4 		$692 Buy
41
+1
+3% +$13 ﹤0.01% 1736
2023
Q3 		$490 Buy
40
+1
+3% +$15 ﹤0.01% 1749
2023
Q2 		$662 Buy
39
+1
+3% +$10 ﹤0.01% 1705
2023
Q1 		$348 Sell
38
-6
-14% -$56 ﹤0.01% 1766
2022
Q4 		$316 Sell
44
-4
-8% -$31 ﹤0.01% 1797
2022
Q3 		$0 Buy
+48
New +$417 ﹤0.01% 1772
2022
Q2 		– Sell
-25
Closed – – 1789
2022
Q1 		$0 Buy
+25
New +$467 ﹤0.01% 1846

Other funds holding CUK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's CUK Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Carnival PLC (CUK) in Q2 2026, closing a stake of 39 shares — an estimated $1.01K sold.

JFS Wealth Advisors first reported a position in CUK in Q1 2022 and held it in 16 quarters. The position peaked at $1.18K in Q4 2025. 1 fund tracked by Wall St. Rank holds CUK as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Carnival PLC position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 39 Carnival PLC shares in Q2 2026, an estimated $1.01K.
  • JFS Wealth Advisors first reported a position in Carnival PLC in Q1 2022 and held it in 16 quarters.
  • JFS Wealth Advisors's Carnival PLC position peaked at $1.18K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Carnival PLC as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.