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EverSource Wealth Advisors’s Carter's CRI Stock Holding History

EverSource Wealth Advisors’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 		$17.2K Buy
482
+81
+20% +$2.95K ﹤0.01% 2598
2025
Q4 		$13K Buy
401
+34
+9% +$1.06K ﹤0.01% 2663
2025
Q3 		$10.4K Sell
367
-1,119
-75% -$32.1K ﹤0.01% 2807
2025
Q2 		$44.8K Buy
1,486
+995
+203% +$33.7K ﹤0.01% 1695
2025
Q1 		$20.1K Sell
491
-40
-8% -$1.92K ﹤0.01% 1685
2024
Q4 		$28.8K Buy
531
+507
+2,113% +$29K ﹤0.01% 1442
2024
Q3 		$1.56K Buy
24
+16
+200% +$1.03K ﹤0.01% 2613
2024
Q2 		$484 Sell
8
-65
-89% -$4.51K ﹤0.01% 2897
2024
Q1 		$4.99K Buy
+73
New +$5.79K ﹤0.01% 2054
2023
Q2 		– Sell
-16
Closed -$1.15K – 2513
2023
Q1 		$1.15K Buy
+16
New +$1.23K ﹤0.01% 2078
2022
Q4 		– Sell
-48
Closed -$3K – 2331
2022
Q3 		$3K Buy
+48
New +$3.68K ﹤0.01% 1520

Other funds holding CRI

BlackRock
BlackRock New York $5.72T 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 $95.4B 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 $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's CRI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Carter's (CRI) stake by 20% in Q1 2026, buying an estimated $2.95K and bringing the position to 482 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

EverSource Wealth Advisors first reported a position in CRI in Q3 2022 and has held it in 11 quarters since. The position peaked at $44.8K in Q2 2025. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • EverSource Wealth Advisors held 482 shares of Carter's worth $17.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 81 Carter's shares in Q1 2026, an estimated $2.95K.
  • Carter's made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2598 holding.
  • EverSource Wealth Advisors first reported a position in Carter's in Q3 2022 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Carter's position peaked at $44.8K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.