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Sound View Wealth Advisors Group’s Carnival Corporation Ltd CCL Stock Holding History

Sound View Wealth Advisors Group’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 		$316K Sell
11,047
-2,992
-21% -$81.7K 0.02% 351
2026
Q1 		$363K Buy
14,039
+22
+0.2% +$642 0.02% 316
2025
Q4 		$428K Sell
14,017
-20
-0.1% -$558 0.03% 296
2025
Q3 		$406K Sell
14,037
-280
-2% -$8.46K 0.03% 298
2025
Q2 		$403K Buy
14,317
+100
+0.7% +$2.14K 0.03% 296
2025
Q1 		$278K Sell
14,217
-700
-5% -$16.6K 0.02% 345
2024
Q4 		$372K Buy
14,917
+475
+3% +$11.1K 0.03% 304
2024
Q3 		$267K Buy
14,442
+100
+0.7% +$1.69K 0.02% 356
2024
Q2 		$268K Buy
14,342
+2,200
+18% +$34K 0.03% 319
2024
Q1 		$198K Buy
12,142
+205
+2% +$3.33K 0.02% 365
2023
Q4 		$221K Hold
11,937
– – 0.02% 358
2023
Q3 		$164K Hold
11,937
– – 0.02% 354
2023
Q2 		$225K Sell
11,937
-2,300
-16% -$26.9K 0.03% 335
2023
Q1 		$145K Buy
14,237
+2,300
+19% +$23.8K 0.02% 359
2022
Q4 		$221K Buy
+11,937
New +$103K 0.02% 358
2020
Q1 		– Sell
-4,639
Closed -$236K – 220
2019
Q4 		$236K Sell
4,639
-2,288
-33% -$102K 0.07% 221
2019
Q3 		$303K Sell
6,927
-2,877
-29% -$133K 0.09% 189
2019
Q2 		$456K Buy
+9,804
New +$513K 0.13% 151

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

Sound View Wealth Advisors Group's CCL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Carnival Corporation Ltd (CCL) stake by 21% in Q2 2026, selling an estimated $81.7K and leaving 11,047 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #351.

Sound View Wealth Advisors Group first reported a position in CCL in Q2 2019 and has held it in 18 quarters since. The position peaked at $456K in Q2 2019. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Sound View Wealth Advisors Group held 11,047 shares of Carnival Corporation Ltd worth $316K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,992 Carnival Corporation Ltd shares in Q2 2026, an estimated $81.7K.
  • Carnival Corporation Ltd made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #351 holding.
  • Sound View Wealth Advisors Group first reported a position in Carnival Corporation Ltd in Q2 2019 and has held it in 18 quarters since.
  • Sound View Wealth Advisors Group's Carnival Corporation Ltd position peaked at $456K in Q2 2019.
  • 1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.