Sagespring Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

Sagespring Wealth 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	$1.59M	Sell	55,542 -648	-1%	-$17.7K	0.02%	258
2026 Q1	$1.45M	Sell	56,190 -1,886	-3%	-$55K	0.03%	245
2025 Q4	$1.77M	Buy	58,076 +4,384	+8%	+$122K	0.03%	206
2025 Q3	$1.55M	Buy	53,692 +337	+0.6%	+$10.2K	0.03%	223
2025 Q2	$1.5M	Buy	53,355 +2,830	+6%	+$60.6K	0.03%	211
2025 Q1	$987K	Buy	50,525 +96	+0.2%	+$2.28K	0.02%	245
2024 Q4	$1.26M	Buy	+50,429	New	+$1.18M	0.03%	187

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sagespring Wealth Partners's CCL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Carnival Corporation Ltd (CCL) stake by 1.2% in Q2 2026, selling an estimated $17.7K and leaving 55,542 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #258.

Sagespring Wealth Partners first reported a position in CCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 1,037 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Sagespring Wealth Partners held 55,542 shares of Carnival Corporation Ltd worth $1.59M as of Q2 2026.
Sagespring Wealth Partners sold 648 Carnival Corporation Ltd shares in Q2 2026, an estimated $17.7K.
Carnival Corporation Ltd made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #258 holding.
Sagespring Wealth Partners first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Carnival Corporation Ltd position peaked at $1.77M in Q4 2025.
1,037 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.