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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
Q2 		$3.62K Sell
88
-53
-38% -$2.01K ﹤0.01% 828
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Clearstead Trust's CRI Position: Q2 2026 in Review

Clearstead Trust reduced its Carter's (CRI) stake by 38% in Q2 2026, selling an estimated $2.01K and leaving 88 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Clearstead Trust first reported a position in CRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.04K in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Clearstead Trust held 88 shares of Carter's worth $3.62K as of Q2 2026.
  • Clearstead Trust sold 53 Carter's shares in Q2 2026, an estimated $2.01K.
  • Carter's made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #828 holding.
  • Clearstead Trust first reported a position in Carter's in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Carter's position peaked at $5.04K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

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