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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's CCL Position: Q1 2026 in Review

Root Financial Partners increased its Carnival Corporation Ltd (CCL) stake by 57% in Q1 2026, buying an estimated $107K and bringing the position to 10,151 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #282.

Root Financial Partners first reported a position in CCL in Q3 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Root Financial Partners held 10,151 shares of Carnival Corporation Ltd worth $263K as of Q1 2026.
  • Root Financial Partners bought 3,684 Carnival Corporation Ltd shares in Q1 2026, an estimated $107K.
  • Carnival Corporation Ltd made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #282 holding.
  • Root Financial Partners first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.