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

Triad 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 Q1	–	Sell	-17,464	Closed	-$533K	–	482
2025 Q4	$533K	Buy	17,464 +358	+2%	+$9.98K	0.05%	251
2025 Q3	$495K	Buy	+17,106	New	+$517K	0.06%	208
2024 Q3	–	Sell	-333	Closed	-$6.23K	–	189
2024 Q2	$6.23K	Buy	+333	New	+$5.15K	﹤0.01%	521

Other funds holding CCL

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triad Wealth Partners's CCL Position: Q1 2026 in Review

Triad Wealth Partners sold out of Carnival Corporation Ltd (CCL) in Q1 2026, closing a stake of 17,464 shares — an estimated $533K sold.

Triad Wealth Partners first reported a position in CCL in Q2 2024 and held it in 3 quarters. The position peaked at $533K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

Triad Wealth Partners reported no remaining Carnival Corporation Ltd position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 17,464 Carnival Corporation Ltd shares in Q1 2026, an estimated $533K.
Triad Wealth Partners first reported a position in Carnival Corporation Ltd in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Carnival Corporation Ltd position peaked at $533K in Q4 2025.
1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.