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CX Institutional’s Carter's CRI Stock Holding History

CX Institutional’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 		$3K Buy
75
+1
+1% +$38 ﹤0.01% 1416
2026
Q1 		$3K Sell
74
-66
-47% -$2.4K ﹤0.01% 1397
2025
Q4 		$5K Sell
140
-563
-80% -$17.6K ﹤0.01% 1264
2025
Q3 		$20K Sell
703
-133,516
-99% -$3.83M ﹤0.01% 1097
2025
Q2 		$4.04M Buy
134,219
+72,573
+118% +$2.46M 0.14% 151
2025
Q1 		$2.52M Buy
+61,646
New +$2.96M 0.1% 173

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

CX Institutional's CRI Position: Q2 2026 in Review

CX Institutional increased its Carter's (CRI) stake by 1.4% in Q2 2026, buying an estimated $38 and bringing the position to 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

CX Institutional first reported a position in CRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.04M in Q2 2025. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • CX Institutional held 75 shares of Carter's worth $3K as of Q2 2026.
  • CX Institutional bought 1 Carter's share in Q2 2026, an estimated $38.
  • Carter's made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1416 holding.
  • CX Institutional first reported a position in Carter's in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Carter's position peaked at $4.04M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.