Root Financial Partners
CCL icon

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
Q3 		$280K Sell
11,410
-100
-0.9% -$2.56K 0.01% 338
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CCL Position: Q3 2026 in Review

Root Financial Partners reduced its Carnival Corporation Ltd (CCL) stake by 0.87% in Q3 2026, selling an estimated $2.56K and leaving 11,410 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #338.

Root Financial Partners first reported a position in CCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $329K in Q2 2026. 877 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Root Financial Partners held 11,410 shares of Carnival Corporation Ltd worth $280K as of Q3 2026.
  • Root Financial Partners sold 100 Carnival Corporation Ltd shares in Q3 2026, an estimated $2.56K.
  • Carnival Corporation Ltd made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #338 holding.
  • Root Financial Partners first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Carnival Corporation Ltd position peaked at $329K in Q2 2026.
  • 877 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.