EWP
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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
Q3 		$35K Buy
1,117
+1,089
+3,889% +$38.9K 0.01% 488
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's CRI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Carter's (CRI) stake by 3,889% in Q3 2026, buying an estimated $38.9K and bringing the position to 1,117 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #488.

Elevation Wealth Partners first reported a position in CRI in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • Elevation Wealth Partners held 1,117 shares of Carter's worth $35K as of Q3 2026.
  • Elevation Wealth Partners bought 1,089 Carter's shares in Q3 2026, an estimated $38.9K.
  • Carter's made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #488 holding.
  • Elevation Wealth Partners first reported a position in Carter's in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.