Clearstead Advisors’s Carter's CRI Stock Holding History

Clearstead Advisors’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	$2.84K	Buy	+69	New	+$2.61K	﹤0.01%	2355
2026 Q1	–	Sell	-2	Closed	-$65	–	2382
2025 Q4	$65	Sell	2 -125	-98%	-$3.9K	﹤0.01%	2576
2025 Q3	$3.58K	Buy	+127	New	+$3.64K	﹤0.01%	2281
2025 Q2	–	Sell	-28	Closed	-$1.15K	–	2764
2025 Q1	$1.15K	Buy	+28	New	+$1.35K	﹤0.01%	1976
2023 Q4	–	Sell	-34	Closed	-$2.35K	–	1539
2023 Q3	$2.35K	Buy	+34	New	+$2.43K	﹤0.01%	1214
2021 Q1	–	Sell	-37	Closed	-$3K	–	1129
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	846
2020 Q3	$3K	Sell	37 -580	-94%	-$48.3K	﹤0.01%	782
2020 Q2	$50K	Buy	617 +324	+111%	+$25.8K	0.01%	427
2020 Q1	$19K	Buy	+293	New	+$28.2K	﹤0.01%	505

Other funds holding CRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Clearstead Advisors's CRI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Carter's (CRI) in Q2 2026: 69 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #2355 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CRI as recently as Q4 2025.

Clearstead Advisors first reported a position in CRI in Q1 2020 and has held it in 9 quarters since. The position peaked at $50K in Q2 2020. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Clearstead Advisors held 69 shares of Carter's worth $2.84K as of Q2 2026.
Carter's was a new Clearstead Advisors position in Q2 2026.
Carter's made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2355 holding.
Clearstead Advisors first reported a position in Carter's in Q1 2020 and has held it in 9 quarters since.
Clearstead Advisors's Carter's position peaked at $50K in Q2 2020.
287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.