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Wealthspire Advisors (New York)’s Carnival Corporation Ltd CCL Stock Holding History

Wealthspire Advisors (New York)’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
-15,545
Closed -$475K – 957
2025
Q4 		$475K Buy
15,545
+10,562
+212% +$295K ﹤0.01% 628
2025
Q3 		$144K Sell
4,983
-2,626
-35% -$79.3K ﹤0.01% 903
2025
Q2 		$214K Buy
+7,609
New +$163K ﹤0.01% 767
2025
Q1 		– Sell
-11,132
Closed -$277K – 797
2024
Q4 		$277K Buy
+11,132
New +$261K ﹤0.01% 662
2024
Q2 		– Sell
-10,778
Closed -$176K – 670
2024
Q1 		$176K Sell
10,778
-1,358
-11% -$22.1K ﹤0.01% 613
2023
Q4 		$225K Buy
+12,136
New +$176K ﹤0.01% 587
2021
Q2 		– Sell
-14,003
Closed -$372K – 421
2021
Q1 		$372K Buy
14,003
+2,067
+17% +$48.8K 0.01% 484
2020
Q4 		$259K Buy
+11,936
New +$212K 0.01% 482
2019
Q1 		– Sell
-716
Closed -$35K – 171
2018
Q4 		$35K Buy
+716
New +$41K ﹤0.01% 232

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 $3.38T AUM 44.17% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wealthspire Advisors (New York)'s CCL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Carnival Corporation Ltd (CCL) in Q1 2026, closing a stake of 15,545 shares — an estimated $475K sold.

Wealthspire Advisors (New York) first reported a position in CCL in Q4 2018 and held it in 9 quarters. The position peaked at $475K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Carnival Corporation Ltd position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15,545 Carnival Corporation Ltd shares in Q1 2026, an estimated $475K.
  • Wealthspire Advisors (New York) first reported a position in Carnival Corporation Ltd in Q4 2018 and held it in 9 quarters.
  • Wealthspire Advisors (New York)'s Carnival Corporation Ltd position peaked at $475K in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.