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Elevation Wealth Partners’s Carter's CRI Stock Holding History

Elevation Wealth 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 		$1.15K Hold
28
– – ﹤0.01% 1248
2026
Q1 		$1K Hold
28
– – ﹤0.01% 997
2025
Q4 		$909 Hold
28
– – ﹤0.01% 870
2025
Q3 		$791 Buy
+28
New +$803 ﹤0.01% 762

Other funds holding CRI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Elevation Wealth Partners's CRI Position: Q2 2026 in Review

Elevation Wealth Partners held its Carter's (CRI) position steady in Q2 2026 at 28 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Elevation Wealth Partners first reported a position in CRI in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Elevation Wealth Partners held 28 shares of Carter's worth $1.15K as of Q2 2026.
  • Elevation Wealth Partners left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1248 holding.
  • Elevation Wealth Partners first reported a position in Carter's in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.