CT
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Clearstead Trust’s Carter's CRI Stock Holding History

Clearstead Trust’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 		$5.04K Hold
141
– – ﹤0.01% 751
2025
Q4 		$4.57K Buy
141
+12
+9% +$375 ﹤0.01% 780
2025
Q3 		$3.64K Sell
129
-16
-11% -$459 ﹤0.01% 832
2025
Q2 		$4.37K Buy
145
+79
+120% +$2.68K ﹤0.01% 781
2025
Q1 		$2.7K Buy
+66
New +$3.17K ﹤0.01% 725

Other funds holding CRI

BlackRock
BlackRock New York $5.7T 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 $86.6B 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 $564B AUM 30.12% 1-Year Est. Return