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 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 $3.37T AUM 44.26% 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

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. 1,047 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.
1,047 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.