IC
CRI icon

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
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 $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

IEQ Capital's CRI Position: Q1 2026 in Review

IEQ Capital reduced its Carter's (CRI) stake by 38% in Q1 2026, selling an estimated $1.62M and leaving 73,545 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #670.

IEQ Capital first reported a position in CRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.6M in Q4 2024. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • IEQ Capital held 73,545 shares of Carter's worth $2.63M as of Q1 2026.
  • IEQ Capital sold 44,543 Carter's shares in Q1 2026, an estimated $1.62M.
  • Carter's made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #670 holding.
  • IEQ Capital first reported a position in Carter's in Q3 2024 and has held it in 7 quarters since.
  • IEQ Capital's Carter's position peaked at $5.6M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.