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Global Retirement Partners’s Carter's CRI Stock Holding History

Global Retirement 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
2025
Q4 		$1.78K Buy
55
+7
+15% +$219 ﹤0.01% 3758
2025
Q3 		$1.35K Buy
48
+46
+2,300% +$1.32K ﹤0.01% 3437
2025
Q2 		$60 Buy
+2
New +$68 ﹤0.01% 3741
2024
Q4 		$108 Sell
2
-9
-82% -$516 ﹤0.01% 3543
2024
Q3 		$715 Sell
11
-4
-27% -$257 ﹤0.01% 3217
2024
Q2 		$930 Sell
15
-7
-32% -$486 ﹤0.01% 3185
2024
Q1 		$1.86K Hold
22
– – ﹤0.01% 2775
2023
Q4 		$1.6K Sell
22
-6
-21% -$417 ﹤0.01% 2756
2023
Q3 		$1.85K Buy
28
+13
+87% +$929 ﹤0.01% 2565
2023
Q2 		$1.09K Sell
15
-19
-56% -$1.28K ﹤0.01% 2759
2023
Q1 		$2.29K Sell
34
-15
-31% -$1.15K ﹤0.01% 2456
2022
Q4 		$3.66K Sell
49
-30
-38% -$2.15K ﹤0.01% 2129
2022
Q3 		$5K Buy
79
+18
+30% +$1.38K ﹤0.01% 1915
2022
Q2 		$4K Sell
61
-9
-13% -$725 ﹤0.01% 1944
2022
Q1 		$5K Buy
+70
New +$6.58K ﹤0.01% 1875
2021
Q1 		– Sell
-62
Closed -$6K – 1797
2020
Q4 		$6K Hold
62
– – ﹤0.01% 1392
2020
Q3 		$5K Hold
62
– – ﹤0.01% 1309
2020
Q2 		$5K Hold
62
– – ﹤0.01% 1284
2020
Q1 		$4K Hold
62
– – ﹤0.01% 1266
2019
Q4 		$7K Sell
62
-11
-15% -$1.11K ﹤0.01% 1233
2019
Q3 		$7K Hold
73
– – ﹤0.01% 1201
2019
Q2 		$7K Hold
73
– – ﹤0.01% 1196
2019
Q1 		$7K Hold
73
– – ﹤0.01% 1144
2018
Q4 		$6K Sell
73
-16
-18% -$1.45K ﹤0.01% 1099
2018
Q3 		$9K Buy
89
+35
+65% +$3.7K ﹤0.01% 1056
2018
Q2 		$6K Hold
54
– – ﹤0.01% 1144
2018
Q1 		$6K Buy
54
+1
+2% +$116 ﹤0.01% 1102
2017
Q4 		$6K Sell
53
-4
-7% -$414 ﹤0.01% 1052
2017
Q3 		$6K Buy
+57
New +$5.08K ﹤0.01% 956

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's CRI Position: Q4 2025 in Review

Global Retirement Partners increased its Carter's (CRI) stake by 15% in Q4 2025, buying an estimated $219 and bringing the position to 55 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

Global Retirement Partners first reported a position in CRI in Q3 2017 and has held it in 29 quarters since. The position peaked at $9K in Q3 2018. 253 funds tracked by Wall St. Rank hold CRI as of Q4 2025.

  • Global Retirement Partners held 55 shares of Carter's worth $1.78K as of Q4 2025.
  • Global Retirement Partners bought 7 Carter's shares in Q4 2025, an estimated $219.
  • Carter's made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3758 holding.
  • Global Retirement Partners first reported a position in Carter's in Q3 2017 and has held it in 29 quarters since.
  • Global Retirement Partners's Carter's position peaked at $9K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Carter's as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.