Physician Wealth Advisors’s Carnival PLC CUK Stock Holding History

Physician 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 Q1	–	Sell	-21	Closed	-$637	–	2102
2025 Q4	$637	Buy	+21	New	+$541	﹤0.01%	1769

Other funds holding CUK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KCM Capital Shawnee, Kansas $622M AUM

OCAI

O'Connor Alternative Investments New York $1.17B AUM

Physician Wealth Advisors's CUK Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Carnival PLC (CUK) in Q1 2026, closing a stake of 21 shares — an estimated $637 sold.

Physician Wealth Advisors first reported a position in CUK in Q4 2025 and held it in 1 quarter. The position peaked at $637 in Q4 2025. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

Physician Wealth Advisors reported no remaining Carnival PLC position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 21 Carnival PLC shares in Q1 2026, an estimated $637.
Physician Wealth Advisors first reported a position in Carnival PLC in Q4 2025 and held it in 1 quarter.
Physician Wealth Advisors's Carnival PLC position peaked at $637 in Q4 2025.
133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.