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

Calamos 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 		– Sell
-8,335
Closed -$298K – 493
2026
Q1 		$298K Buy
+8,335
New +$303K 0.01% 404
2014
Q2 		– Sell
-23,435
Closed -$1.82M – 221
2014
Q1 		$1.82M Buy
23,435
+775
+3% +$55.7K 0.54% 75
2013
Q4 		$1.63M Buy
+22,660
New +$1.61M 0.5% 81

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Calamos Wealth Management sold out of Carter's (CRI) in Q2 2026, closing a stake of 8,335 shares — an estimated $298K sold.

Calamos Wealth Management first reported a position in CRI in Q4 2013 and held it in 3 quarters. The position peaked at $1.82M in Q1 2014. 288 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Calamos Wealth Management reported no remaining Carter's position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 8,335 Carter's shares in Q2 2026, an estimated $298K.
  • Calamos Wealth Management first reported a position in Carter's in Q4 2013 and held it in 3 quarters.
  • Calamos Wealth Management's Carter's position peaked at $1.82M in Q1 2014.
  • 288 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.