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

Portus 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 		– Sell
-30
Closed -$776 – 123
2026
Q1 		$776 Buy
+30
New +$875 ﹤0.01% 434

Other funds holding CCL

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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

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

Portus Wealth Advisors sold out of Carnival Corporation Ltd (CCL) in Q2 2026, closing a stake of 30 shares — an estimated $776 sold.

Portus Wealth Advisors first reported a position in CCL in Q1 2026 and held it in 1 quarter. The position peaked at $776 in Q1 2026. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Carnival Corporation Ltd position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 30 Carnival Corporation Ltd shares in Q2 2026, an estimated $776.
  • Portus Wealth Advisors first reported a position in Carnival Corporation Ltd in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Carnival Corporation Ltd position peaked at $776 in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.