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Physician Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Physician 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 		$14.4K Buy
504
+89
+21% +$2.43K ﹤0.01% 777
2026
Q1 		$10.7K Sell
415
-154
-27% -$4.49K ﹤0.01% 776
2025
Q4 		$17.4K Buy
569
+76
+15% +$2.12K ﹤0.01% 623
2025
Q3 		$14.3K Buy
493
+273
+124% +$8.24K ﹤0.01% 652
2025
Q2 		$6.19K Hold
220
– – ﹤0.01% 753
2025
Q1 		$4.3K Hold
220
– – ﹤0.01% 757
2024
Q4 		$5.48K Buy
+220
New +$5.15K ﹤0.01% 720

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

Physician Wealth Advisors's CCL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 21% in Q2 2026, buying an estimated $2.43K and bringing the position to 504 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Physician Wealth Advisors first reported a position in CCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.4K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Physician Wealth Advisors held 504 shares of Carnival Corporation Ltd worth $14.4K as of Q2 2026.
  • Physician Wealth Advisors bought 89 Carnival Corporation Ltd shares in Q2 2026, an estimated $2.43K.
  • Carnival Corporation Ltd made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #777 holding.
  • Physician Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Carnival Corporation Ltd position peaked at $17.4K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.