Position in CCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,768,433
New position
Shares Held
96,900
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#284
of 1,013 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 77%
Shared 0%
None 23%
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026United Asset Strategies, Inc. holds $3,663,910 across 2 Travel Services names. CCL ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCL |
Carnival Corp Ltd.
This page
|
96,900 | $2,768,433 | |
| 2 | BKNG |
Booking Holdings Inc.
|
5,024 | $895,477 |
All Filings in CCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,768,433 | 96,900 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||