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IEQ Capital’s Carter's CRI Stock Holding History

IEQ Capital’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 		$2.37M Sell
57,686
-15,859
-22% -$600K 0.01% 738
2026
Q1 		$2.63M Sell
73,545
-44,543
-38% -$1.62M 0.01% 670
2025
Q4 		$3.83M Buy
118,088
+72,422
+159% +$2.26M 0.01% 599
2025
Q3 		$1.29M Sell
45,666
-1,006
-2% -$28.9K ﹤0.01% 918
2025
Q2 		$1.41M Buy
46,672
+17,134
+58% +$581K 0.01% 757
2025
Q1 		$1.21M Sell
29,538
-73,747
-71% -$3.55M 0.01% 704
2024
Q4 		$5.6M Buy
103,285
+99,723
+2,800% +$5.71M 0.05% 245
2024
Q3 		$231K Buy
+3,562
New +$229K ﹤0.01% 1014

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

IEQ Capital's CRI Position: Q2 2026 in Review

IEQ Capital reduced its Carter's (CRI) stake by 22% in Q2 2026, selling an estimated $600K and leaving 57,686 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #738.

IEQ Capital first reported a position in CRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.6M in Q4 2024. 288 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • IEQ Capital held 57,686 shares of Carter's worth $2.37M as of Q2 2026.
  • IEQ Capital sold 15,859 Carter's shares in Q2 2026, an estimated $600K.
  • Carter's made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #738 holding.
  • IEQ Capital first reported a position in Carter's in Q3 2024 and has held it in 8 quarters since.
  • IEQ Capital's Carter's position peaked at $5.6M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.