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Angeles Wealth Management’s Carter's CRI Stock Holding History

Angeles Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
27,937
-7,323
-21% -$277K 0.05% 149
2026
Q1 		$1.26M Sell
35,260
-35,644
-50% -$1.3M 0.07% 111
2025
Q4 		$2.3M Hold
70,904
– – 0.13% 67
2025
Q3 		$2M Sell
70,904
-73
-0.1% -$2.09K 0.12% 63
2025
Q2 		$2.14M Buy
70,977
+17,817
+34% +$604K 0.15% 54
2025
Q1 		$2.17M Buy
53,160
+46,398
+686% +$2.23M 0.18% 51
2024
Q4 		$366K Buy
+6,762
New +$387K 0.03% 175

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Angeles Wealth Management's CRI Position: Q2 2026 in Review

Angeles Wealth Management reduced its Carter's (CRI) stake by 21% in Q2 2026, selling an estimated $277K and leaving 27,937 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #149.

Angeles Wealth Management first reported a position in CRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2025. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Angeles Wealth Management held 27,937 shares of Carter's worth $1.15M as of Q2 2026.
  • Angeles Wealth Management sold 7,323 Carter's shares in Q2 2026, an estimated $277K.
  • Carter's made up 0.05% of Angeles Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Angeles Wealth Management first reported a position in Carter's in Q4 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's Carter's position peaked at $2.3M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.