Atlantic Private Wealth’s Carter's CRI Stock Holding History

Atlantic Private Wealth’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	$1.19K	Hold	29	–	–	﹤0.01%	226
2026 Q1	$1.04K	Hold	29	–	–	﹤0.01%	240
2025 Q4	$940	Hold	29	–	–	﹤0.01%	263
2025 Q3	$818	Hold	29	–	–	﹤0.01%	230
2025 Q2	$874	Hold	29	–	–	﹤0.01%	228
2025 Q1	$1.19K	Hold	29	–	–	﹤0.01%	199
2024 Q4	$1.57K	Hold	29	–	–	﹤0.01%	192
2024 Q3	$1.88K	Hold	29	–	–	﹤0.01%	175
2024 Q2	$1.8K	Hold	29	–	–	﹤0.01%	95
2024 Q1	$2.46K	Hold	29	–	–	﹤0.01%	100
2023 Q4	$2.17K	Hold	29	–	–	﹤0.01%	94
2023 Q3	$2K	Hold	29	–	–	﹤0.01%	99
2023 Q2	$2.1K	Hold	29	–	–	﹤0.01%	93
2023 Q1	$2.09K	Buy	+29	New	+$2.22K	﹤0.01%	84

Other funds holding CRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlantic Private Wealth's CRI Position: Q2 2026 in Review

Atlantic Private Wealth held its Carter's (CRI) position steady in Q2 2026 at 29 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Atlantic Private Wealth first reported a position in CRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.46K in Q1 2024. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Atlantic Private Wealth held 29 shares of Carter's worth $1.19K as of Q2 2026.
Atlantic Private Wealth left its Carter's share count unchanged in Q2 2026.
Carter's made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #226 holding.
Atlantic Private Wealth first reported a position in Carter's in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's Carter's position peaked at $2.46K in Q1 2024.
287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.