Cerity Partners
CRI icon

Cerity Partners’s Carter's CRI Stock Holding History

Cerity Partners’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 		$537K Sell
15,004
-1,784
-11% -$64.9K ﹤0.01% 2247
2025
Q4 		$544K Buy
16,788
+917
+6% +$28.6K ﹤0.01% 2042
2025
Q3 		$448K Sell
15,871
-973
-6% -$27.9K ﹤0.01% 2046
2025
Q2 		$508K Buy
16,844
+10,664
+173% +$361K ﹤0.01% 1846
2025
Q1 		$253K Sell
6,180
-50,309
-89% -$2.42M ﹤0.01% 2107
2024
Q4 		$3.19M Buy
56,489
+38,548
+215% +$2.21M 0.01% 902
2024
Q3 		$1.17M Buy
17,941
+6,038
+51% +$388K ﹤0.01% 1329
2024
Q2 		$738K Buy
11,903
+519
+5% +$36K ﹤0.01% 1365
2024
Q1 		$964K Buy
+11,384
New +$904K ﹤0.01% 1296
2023
Q2 		– Sell
-3,702
Closed -$266K – 1705
2023
Q1 		$266K Sell
3,702
-67,495
-95% -$5.17M ﹤0.01% 1589
2022
Q4 		$5.31M Buy
+71,197
New +$5.1M 0.03% 351
2019
Q2 		– Sell
-2,388
Closed -$241K – 505
2019
Q1 		$241K Buy
+2,388
New +$213K 0.02% 459

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's CRI Position: Q1 2026 in Review

Cerity Partners reduced its Carter's (CRI) stake by 11% in Q1 2026, selling an estimated $64.9K and leaving 15,004 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Cerity Partners first reported a position in CRI in Q1 2019 and has held it in 12 quarters since. The position peaked at $5.31M in Q4 2022. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Cerity Partners held 15,004 shares of Carter's worth $537K as of Q1 2026.
  • Cerity Partners sold 1,784 Carter's shares in Q1 2026, an estimated $64.9K.
  • Carter's made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2247 holding.
  • Cerity Partners first reported a position in Carter's in Q1 2019 and has held it in 12 quarters since.
  • Cerity Partners's Carter's position peaked at $5.31M in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.