Cerity Partners
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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
Q2 		$554K Sell
13,469
-1,535
-10% -$58.1K ﹤0.01% 2362
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 $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 $3.38T AUM 44.17% 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

Cerity Partners's CRI Position: Q2 2026 in Review

Cerity Partners reduced its Carter's (CRI) stake by 10% in Q2 2026, selling an estimated $58.1K and leaving 13,469 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Cerity Partners first reported a position in CRI in Q1 2019 and has held it in 13 quarters since. The position peaked at $5.31M in Q4 2022. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Cerity Partners held 13,469 shares of Carter's worth $554K as of Q2 2026.
  • Cerity Partners sold 1,535 Carter's shares in Q2 2026, an estimated $58.1K.
  • Carter's made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2362 holding.
  • Cerity Partners first reported a position in Carter's in Q1 2019 and has held it in 13 quarters since.
  • Cerity Partners's Carter's position peaked at $5.31M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.