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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlantic Private Wealth's CRI Position: Q1 2026 in Review

Atlantic Private Wealth held its Carter's (CRI) position steady in Q1 2026 at 29 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Atlantic Private Wealth first reported a position in CRI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.46K in Q1 2024. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

Atlantic Private Wealth held 29 shares of Carter's worth $1.04K as of Q1 2026.
Atlantic Private Wealth left its Carter's share count unchanged in Q1 2026.
Carter's made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #240 holding.
Atlantic Private Wealth first reported a position in Carter's in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's Carter's position peaked at $2.46K in Q1 2024.
275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.