Triad Wealth Partners
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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
Q3 		– Sell
-7,522
Closed -$216K – 569
2026
Q2 		$216K Buy
+7,522
New +$205K 0.01% 529
2026
Q1 		– Sell
-17,464
Closed -$533K – 482
2025
Q4 		$533K Buy
17,464
+358
+2% +$10K 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

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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Triad Wealth Partners's CCL Position: Q3 2026 in Review

Triad Wealth Partners sold out of Carnival Corporation Ltd (CCL) in Q3 2026, closing a stake of 7,522 shares — an estimated $216K sold.

Triad Wealth Partners first reported a position in CCL in Q2 2024 and held it in 4 quarters. The position peaked at $533K in Q4 2025. 487 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Triad Wealth Partners reported no remaining Carnival Corporation Ltd position as of Q3 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 7,522 Carnival Corporation Ltd shares in Q3 2026, an estimated $216K.
  • Triad Wealth Partners first reported a position in Carnival Corporation Ltd in Q2 2024 and held it in 4 quarters.
  • Triad Wealth Partners's Carnival Corporation Ltd position peaked at $533K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.