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Root Financial Partners’s Carnival Corporation Ltd CCL Stock Holding History

Root Financial Partners’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 		$329K Buy
11,510
+1,359
+13% +$37.1K 0.01% 265
2026
Q1 		$263K Buy
10,151
+3,684
+57% +$107K 0.01% 282
2025
Q4 		$198K Buy
6,467
+2,187
+51% +$61K 0.01% 303
2025
Q3 		$124K Buy
+4,280
New +$129K 0.01% 379

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

Root Financial Partners's CCL Position: Q2 2026 in Review

Root Financial Partners increased its Carnival Corporation Ltd (CCL) stake by 13% in Q2 2026, buying an estimated $37.1K and bringing the position to 11,510 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #265.

Root Financial Partners first reported a position in CCL in Q3 2025 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Root Financial Partners held 11,510 shares of Carnival Corporation Ltd worth $329K as of Q2 2026.
  • Root Financial Partners bought 1,359 Carnival Corporation Ltd shares in Q2 2026, an estimated $37.1K.
  • Carnival Corporation Ltd made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #265 holding.
  • Root Financial Partners first reported a position in Carnival Corporation Ltd in Q3 2025 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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.