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True Wealth Design’s Carnival Corporation Ltd CCL Stock Holding History

True Wealth Design’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 		$110K Buy
4,251
+2,799
+193% +$81.6K 0.03% 188
2025
Q4 		$44.3K Sell
1,452
-578
-28% -$16.1K 0.01% 366
2025
Q3 		$58.7K Buy
2,030
+1,338
+193% +$40.4K 0.02% 282
2025
Q2 		$19.5K Sell
692
-316
-31% -$6.76K 0.01% 390
2025
Q1 		$19.7K Sell
1,008
-2,209
-69% -$52.5K 0.01% 349
2024
Q4 		$80.2K Buy
3,217
+2,378
+283% +$55.7K 0.03% 89
2024
Q3 		$15.5K Buy
839
+693
+475% +$11.7K 0.01% 360
2024
Q2 		$2.73K Buy
146
+9
+7% +$139 ﹤0.01% 331
2024
Q1 		$2.24K Buy
137
+15
+12% +$244 ﹤0.01% 335
2023
Q4 		$2.26K Hold
122
– – ﹤0.01% 302
2023
Q3 		$1.67K Hold
122
– – ﹤0.01% 280
2023
Q2 		$2.3K Sell
122
-1,992
-94% -$23.3K ﹤0.01% 266
2023
Q1 		$21.5K Hold
2,114
– – 0.01% 198
2022
Q4 		$17K Buy
+2,114
New +$18.2K 0.01% 194

Other funds holding CCL

BlackRock
BlackRock New York $5.7T 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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return