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New Wave Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

New Wave Wealth Advisors’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 		$680K Buy
23,809
+2,221
+10% +$60.7K 0.19% 109
2026
Q1 		$559K Buy
21,588
+1,477
+7% +$43.1K 0.19% 89
2025
Q4 		$614K Buy
+20,111
New +$561K 0.22% 79
2025
Q1 		– Sell
-1,351
Closed -$33.7K – 214
2024
Q4 		$33.7K Buy
+1,351
New +$31.6K 0.01% 246

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

New Wave Wealth Advisors's CCL Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 10% in Q2 2026, buying an estimated $60.7K and bringing the position to 23,809 shares worth $680K. The position accounts for 0.19% of the portfolio, ranked #109.

New Wave Wealth Advisors first reported a position in CCL in Q4 2024 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • New Wave Wealth Advisors held 23,809 shares of Carnival Corporation Ltd worth $680K as of Q2 2026.
  • New Wave Wealth Advisors bought 2,221 Carnival Corporation Ltd shares in Q2 2026, an estimated $60.7K.
  • Carnival Corporation Ltd made up 0.19% of New Wave Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • New Wave Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 4 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.